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 | Participant loan processing; Distribu... | $210,040 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,696 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $150 |
FIIOC1 year Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,512 | $87,173+14.2% | $59,899+66.1% | $75,289+32.2% |
| Participation rate | 56.9% | 74.5%-17.5pp | 74.7%-17.8pp | 72.4%-15.5pp |
| Annual return | -3.60% | -2.14%-1.5pp | 3.46%-7.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $3,650 | $3,473+5.1% | $2,723+34.0% | $2,405+51.8% |
| Participant deferral / active EE | $2,773 | $3,379-17.9% | $3,403-18.5% | $3,739-25.8% |
| Admin fee / account holder | $73 | $75-1.7% | $3,592-98.0% | $102-28.2% |