Filed January 16, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,199 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,912 | $122,258+93.0% | $199,883+18.0% | $64,097+268.1% |
| Participation rate | 98.6% | 79.0%+19.7pp | 86.8%+11.9pp | 55.2%+43.5pp |
| Annual return | 12.53% | 24.91%-12.4pp | 43.81%-31.3pp | 34.64%-22.1pp |
| Employer contribution / active EE | $12,044 | $4,242+183.9% | $6,261+92.4% | $1,891+536.7% |
| Participant deferral / active EE | $0 | $6,258-100.0% | $9,138-100.0% | $3,080-100.0% |
| Admin fee / account holder | $227 | $3,882-94.2% | $17,268-98.7% | $3,454-93.4% |