Filed December 12, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $619,419 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $142,242 |
THE BANK OF NEW YORK MELLON2 years Service code 49 · EIN 13-5160382 | Other Services | $96,188 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $32,678 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $18,375 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $49,770 | $103,657-52.0% | $94,677-47.4% | $103,657-52.0% |
| Participation rate | 97.4% | 73.4%+24.1pp | 80.8%+16.6pp | 73.4%+24.1pp |
| Annual return | 27.10% | 33.13%-6.0pp | 156.95%-129.9pp | 33.13%-6.0pp |
| Employer contribution / active EE | $6,394 | $3,216+98.8% | $3,673+74.1% | $3,216+98.8% |
| Participant deferral / active EE | $9,178 | $5,218+75.9% | $7,418+23.7% | $5,218+75.9% |
| Admin fee / account holder | $101 | $114-11.6% | $7,222-98.6% | $114-11.6% |