Filed January 16, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,199 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,912 | $117,746+100.4% | $256,809-8.1% | $69,733+238.3% |
| Participation rate | 98.6% | 77.1%+21.6pp | 88.5%+10.1pp | 62.5%+36.2pp |
| Annual return | 12.53% | 18.13%-5.6pp | 32.73%-20.2pp | 15.22%-2.7pp |
| Employer contribution / active EE | $12,044 | $4,123+192.1% | $7,263+65.8% | $2,250+435.2% |
| Participant deferral / active EE | $0 | $5,632-100.0% | $9,520-100.0% | $3,054-100.0% |
| Admin fee / account holder | $227 | $4,334-94.8% | $25,146-99.1% | $3,102-92.7% |