Filed July 29, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 4250 VETERANS MEMORIAL HWY STE 420E · HOLBROOK, NY 11741 | Other Commissions | $124,275 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,850 | $103,024+15.4% | $112,040+6.1% | $79,634+49.2% |
| Participation rate | 88.5% | 80.6%+7.9pp | 76.5%+12.0pp | 62.5%+26.0pp |
| Annual return | 12.16% | 17.60%-5.4pp | 24.52%-12.4pp | 36.46%-24.3pp |
| Employer contribution / active EE | $5,630 | $3,015+86.7% | $2,954+90.6% | $2,529+122.6% |
| Participant deferral / active EE | $6,486 | $5,233+24.0% | $5,098+27.2% | $3,835+69.1% |
| Admin fee / account holder | -$17 | $465-103.7% | $12,098-100.1% | $1,002-101.7% |