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; Finders' fees / placem... | $227,149 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,172 |
Service code 16 · EIN 20-8307105 | Consulting | $2,818 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $682 |
FIIOC4 years Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,537 | $120,057-3.8% | $75,728+52.6% | $93,010+24.2% |
| Participation rate | 91.8% | 77.3%+14.5pp | 74.8%+16.9pp | 73.9%+17.9pp |
| Annual return | 14.59% | 19.62%-5.0pp | 104.66%-90.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $4,471 | $3,253+37.4% | $2,743+63.0% | $2,705+65.3% |
| Participant deferral / active EE | $3,771 | $4,089-7.8% | $3,820-1.3% | $4,561-17.3% |
| Admin fee / account holder | $63 | $81-22.8% | $3,620-98.3% | $152-58.6% |