Filed July 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $80,513 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,053 | $2,679,533-98.1% | $164,813-68.4% | $199,593-73.9% |
| Participation rate | 88.0% | 78.3%+9.7pp | 78.6%+9.4pp | 72.0%+16.1pp |
| Annual return | 16.39% | 17.93%-1.5pp | 69.93%-53.5pp | 34.25%-17.9pp |
| Employer contribution / active EE | $2,673 | $2,970-10.0% | $4,341-38.4% | $3,034-11.9% |
| Participant deferral / active EE | $5,158 | $5,010+3.0% | $6,031-14.5% | $5,087+1.4% |
| Admin fee / account holder | $100 | $1,982-94.9% | $12,690-99.2% | $269-62.7% |