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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,919 | $58,208+296.7% | $81,812+182.3% | $80,856+185.6% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.3%+26.6pp | 67.6%+31.3pp |
| Annual return | 14.71% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $18,519 | $2,340+691.4% | $2,912+535.9% | $2,755+572.2% |
| Participant deferral / active EE | $10,471 | $3,281+219.2% | $4,319+142.5% | $4,296+143.8% |
| Admin fee / account holder | -$93 | $4,981-101.9% | $7,386-101.3% | $6,918-101.3% |