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 | $111,335+111.9% | $214,702+9.9% | $65,306+261.2% |
| Participation rate | 98.6% | 77.5%+21.2pp | 87.5%+11.2pp | 57.7%+41.0pp |
| Annual return | 12.53% | 22.64%-10.1pp | 54.55%-42.0pp | 21.94%-9.4pp |
| Employer contribution / active EE | $12,044 | $3,806+216.4% | $6,461+86.4% | $1,967+512.2% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $227 | $5,028-95.5% | $19,830-98.9% | $3,480-93.5% |