Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $9,686 |
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 | $82,569 | $78,181+5.6% | $57,357+44.0% | $67,505+22.3% |
| Participation rate | 87.9% | 76.6%+11.3pp | 75.1%+12.8pp | 71.2%+16.7pp |
| Annual return | 2.01% | 2.76%-0.8pp | 24.41%-22.4pp | 6.52%-4.5pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $3,773 | $3,501+7.8% | $3,162+19.3% | $3,597+4.9% |
| Admin fee / account holder | $2 | $27-93.7% | $3,357-100.0% | $56-97.0% |