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 | Sales loads (front end and deferred);... | $216,386 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,822 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $465 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $0 |
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 | $136,286 | $105,179+29.6% | $64,110+112.6% | $80,187+70.0% |
| Participation rate | 70.9% | 73.5%-2.6pp | 72.3%-1.4pp | 72.9%-2.0pp |
| Annual return | 18.42% | 20.34%-1.9pp | 33.75%-15.3pp | 40.40%-22.0pp |
| Employer contribution / active EE | $4,486 | $3,311+35.5% | $2,751+63.1% | $2,980+50.6% |
| Participant deferral / active EE | $4,208 | $4,020+4.7% | $3,883+8.4% | $5,016-16.1% |
| Admin fee / account holder | $251 | $113+121.8% | $3,071-91.8% | $145+73.3% |