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 | $6,181 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,800 |
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 | $122,502 | $105,581+16.0% | $70,492+73.8% | $90,274+35.7% |
| Participation rate | 93.7% | 77.5%+16.2pp | 75.1%+18.7pp | 73.4%+20.4pp |
| Annual return | 13.07% | 14.78%-1.7pp | 109.16%-96.1pp | 53.97%-40.9pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,179 | $3,813+88.3% | $3,711+93.5% | $4,231+69.7% |
| Admin fee / account holder | $1 | $68-98.1% | $3,848-100.0% | $114-98.9% |