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 | Investment management; Participant co... | $196,699 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,017 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $150 |
FIIOC5 years Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,904 | $98,780+0.1% | $60,919+62.4% | $77,906+27.0% |
| Participation rate | 72.9% | 76.7%-3.8pp | 73.1%-0.3pp | 73.7%-0.8pp |
| Annual return | -15.66% | -11.56%-4.1pp | 16.98%-32.6pp | 12.16%-27.8pp |
| Employer contribution / active EE | $4,099 | $3,605+13.7% | $2,704+51.6% | $2,846+44.0% |
| Participant deferral / active EE | $3,761 | $4,200-10.5% | $3,814-1.4% | $4,805-21.7% |
| Admin fee / account holder | $442 | $89+398.8% | $3,226-86.3% | $133+233.3% |