Filed June 8, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,591-1.4% | $147,096-31.9% | $74,429+34.6% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 20.88% | 8746.45%-8725.6pp | 419.75%-398.9pp | 1368.38%-1347.5pp |
| Employer contribution / active EE | $8,802 | $3,813+130.9% | $4,936+78.3% | $2,625+235.3% |
| Participant deferral / active EE | $19,318 | $7,302+164.5% | $8,071+139.3% | $4,348+344.3% |
| Admin fee / account holder | $78 | $1,750-95.6% | $13,005-99.4% | $1,944-96.0% |