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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,542 | $57,380+338.4% | $71,209+253.2% | - |
| Participation rate | 99.0% | 61.9%+37.1pp | 73.8%+25.2pp | - |
| Annual return | 15.28% | 13.03%+2.3pp | 282.51%-267.2pp | - |
| Employer contribution / active EE | $22,058 | $2,842+676.1% | $2,721+710.7% | - |
| Participant deferral / active EE | $12,186 | $3,790+221.5% | $4,175+191.9% | - |
| Admin fee / account holder | -$41 | $2,851-101.4% | $5,349-100.8% | - |