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 | $244,832 |
Service code 49 · EIN 13-5160382 | Other Services | $117,021 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $77,988 |
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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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 | $28,516 | $83,595-65.9% | $86,460-67.0% | $78,104-63.5% |
| Participation rate | 96.9% | 81.9%+15.0pp | 80.3%+16.5pp | 74.5%+22.3pp |
| Annual return | 2.53% | -10.64%+13.2pp | 4399.82%-4397.3pp | 10.90%-8.4pp |
| Employer contribution / active EE | $5,246 | $3,111+68.6% | $3,771+39.1% | $3,128+67.7% |
| Participant deferral / active EE | $7,292 | $6,427+13.5% | $6,954+4.9% | $5,089+43.3% |
| Admin fee / account holder | $44 | $82-47.1% | $6,727-99.4% | $79-44.7% |