Filed September 14, 2026
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $80,076 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $51,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,275 | $131,799-41.4% | $200,582-61.5% | $85,563-9.7% |
| Participation rate | 91.7% | 87.9%+3.7pp | 86.9%+4.8pp | 66.0%+25.7pp |
| Annual return | 20.19% | 21.59%-1.4pp | 42.33%-22.1pp | 31.51%-11.3pp |
| Employer contribution / active EE | $3,482 | $4,532-23.2% | $6,419-45.7% | $2,654+31.2% |
| Participant deferral / active EE | $8,686 | $7,702+12.8% | $9,331-6.9% | $4,375+98.5% |
| Admin fee / account holder | $247 | $235+4.9% | $16,305-98.5% | $834-70.4% |