Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $122,072 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $33,160 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,017 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,838 | $129,270-80.0% | $120,344-78.5% | $89,670-71.2% |
| Participation rate | 86.4% | 90.9%-4.5pp | 76.7%+9.7pp | 71.2%+15.2pp |
| Annual return | 18.94% | 12.39%+6.6pp | 20.30%-1.4pp | 19.66%-0.7pp |
| Employer contribution / active EE | $1,998 | $4,468-55.3% | $3,020-33.8% | $4,041-50.5% |
| Participant deferral / active EE | $3,452 | $7,255-52.4% | $5,135-32.8% | $3,962-12.9% |
| Admin fee / account holder | $62 | $124-49.9% | $12,742-99.5% | $352-82.3% |