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 | $7,798 |
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 | $96,453 | $98,180-1.8% | $63,018+53.1% | $177,276-45.6% |
| Participation rate | 86.4% | 75.3%+11.1pp | 74.8%+11.6pp | 74.8%+11.5pp |
| Annual return | 15.15% | 16.81%-1.7pp | 87.63%-72.5pp | 21.25%-6.1pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,761-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $4,047 | $3,805+6.4% | $3,330+21.6% | $3,881+4.3% |
| Admin fee / account holder | $1 | $31-97.0% | $3,601-100.0% | $154-99.4% |