Filed July 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$8,158 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,542 | $53,936+366.4% | $68,368+267.9% | - |
| Participation rate | 99.0% | 60.3%+38.6pp | 73.8%+25.2pp | - |
| Annual return | 15.28% | 12.86%+2.4pp | 292.57%-277.3pp | - |
| Employer contribution / active EE | $22,058 | $2,803+686.9% | $2,649+732.7% | - |
| Participant deferral / active EE | $12,186 | $3,423+256.0% | $4,123+195.6% | - |
| Admin fee / account holder | -$41 | $3,404-101.2% | $5,150-100.8% | - |