Filed December 12, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $319,437 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $215,202 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $57,698 |
Service code 99 | Other Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $73,479 | $99,313-26.0% | $100,415-26.8% | $99,313-26.0% |
| Participation rate | 97.1% | 71.7%+25.4pp | 81.5%+15.6pp | 71.7%+25.4pp |
| Annual return | 17.63% | 17.67%0pp | 49.47%-31.8pp | 17.67%0pp |
| Employer contribution / active EE | $6,829 | $3,264+109.2% | $3,943+73.2% | $3,264+109.2% |
| Participant deferral / active EE | $10,363 | $5,346+93.9% | $8,091+28.1% | $5,346+93.9% |
| Admin fee / account holder | $73 | $109-32.8% | $7,906-99.1% | $109-32.8% |