Filed June 8, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $11,319 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,464 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,206 | $101,499-1.3% | $147,005-31.8% | $74,546+34.4% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 20.88% | 8732.34%-8711.5pp | 418.76%-397.9pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $8,802 | $3,811+131.0% | $4,934+78.4% | $2,624+235.4% |
| Participant deferral / active EE | $19,318 | $7,304+164.5% | $8,070+139.4% | $4,347+344.3% |
| Admin fee / account holder | $78 | $1,748-95.6% | $13,006-99.4% | $1,944-96.0% |