Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | -$272 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,860 | $89,739-95.7% | $149,721-97.4% | $62,293-93.8% |
| Participation rate | 98.9% | 85.1%+13.8pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 14.63% | 21.01%-6.4pp | 1501.67%-1487.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |