Filed February 5, 2026
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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 | $101,672-1.4% | $147,117-31.9% | $74,478+34.5% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 20.88% | 8757.83%-8736.9pp | 420.54%-399.7pp | 1370.56%-1349.7pp |
| Employer contribution / active EE | $8,802 | $3,813+130.8% | $4,932+78.4% | $2,626+235.1% |
| Participant deferral / active EE | $19,318 | $7,305+164.5% | $8,065+139.5% | $4,350+344.1% |
| Admin fee / account holder | $78 | $1,753-95.6% | $12,993-99.4% | $1,946-96.0% |