Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $241,009 |
NWK GROUP, INC.1 year Filed as: NWK Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $34,650 |
TRUCKER HUSS8 years Service code 16 · EIN 94-3216063 | Consulting | $13,610 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,123 | $122,128+36.8% | $147,117+13.6% | $200,096-16.5% |
| Participation rate | 97.1% | 78.2%+18.9pp | 82.2%+14.9pp | 72.0%+25.1pp |
| Annual return | 16.41% | 30.58%-14.2pp | 420.54%-404.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $5,140 | $4,093+25.6% | $4,932+4.2% | $3,038+69.2% |
| Participant deferral / active EE | $17,271 | $8,484+103.6% | $8,065+114.2% | $5,090+239.3% |
| Admin fee / account holder | $69 | $180-61.4% | $12,993-99.5% | $269-74.3% |