Filed July 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$18,432 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,919 | $58,311+296.0% | $81,882+182.0% | $80,959+185.2% |
| Participation rate | 98.9% | 63.5%+35.5pp | 72.4%+26.6pp | 67.7%+31.3pp |
| Annual return | 14.71% | 41.85%-27.1pp | 779.47%-764.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $18,519 | $2,347+689.2% | $2,916+535.1% | $2,757+571.7% |
| Participant deferral / active EE | $10,471 | $3,287+218.6% | $4,323+142.2% | $4,300+143.5% |
| Admin fee / account holder | -$93 | $4,752-101.9% | $7,360-101.3% | $6,925-101.3% |