Filed April 15, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Inv... | $145,251 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,991 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $475 |
FIIOC3+ years Filed as: FIIOC, INC Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,562 | $92,091+11.4% | $63,018+62.7% | $77,958+31.6% |
| Participation rate | 56.7% | 74.5%-17.8pp | 74.8%-18.1pp | 71.6%-15.0pp |
| Annual return | 16.91% | 16.23%+0.7pp | 87.63%-70.7pp | 20.87%-4.0pp |
| Employer contribution / active EE | $3,654 | $3,424+6.7% | $2,761+32.4% | $2,310+58.2% |
| Participant deferral / active EE | $2,639 | $3,361-21.5% | $3,330-20.8% | $3,537-25.4% |
| Admin fee / account holder | $50 | $48+4.4% | $3,601-98.6% | $97-48.6% |