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 | Recordkeeping and information managem... | $186,069 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,261 |
Service code 16 · EIN 20-8307105 | Consulting | $1,499 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
FIIOC3 years Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $113,801 | $105,581+7.8% | $70,492+61.4% | $90,274+26.1% |
| Participation rate | 66.3% | 77.5%-11.2pp | 75.1%-8.7pp | 73.4%-7.0pp |
| Annual return | 16.53% | 14.78%+1.7pp | 109.16%-92.6pp | 53.97%-37.4pp |
| Employer contribution / active EE | $1,323 | $3,304-60.0% | $2,738-51.7% | $2,523-47.6% |
| Participant deferral / active EE | $2,702 | $3,813-29.1% | $3,711-27.2% | $4,231-36.1% |
| Admin fee / account holder | $55 | $68-18.3% | $3,848-98.6% | $114-51.7% |