Filed September 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,310 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,928 | $119,446+3.8% | $150,045-17.4% | $85,563+44.8% |
| Participation rate | 88.1% | 75.4%+12.6pp | 82.3%+5.7pp | 66.0%+22.1pp |
| Annual return | 11.93% | 23.72%-11.8pp | 62.55%-50.6pp | 31.51%-19.6pp |
| Employer contribution / active EE | $2,757 | $4,078-32.4% | $4,693-41.3% | $2,654+3.9% |
| Participant deferral / active EE | $9,703 | $7,985+21.5% | $7,997+21.3% | $4,375+121.8% |
| Admin fee / account holder | $119 | $548-78.3% | $13,435-99.1% | $834-85.8% |