Filed March 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,708 | $70,083+56.5% | $59,887+83.2% | $55,725+96.9% |
| Participation rate | 66.9% | 78.4%-11.5pp | 74.7%-7.8pp | 70.9%-4.0pp |
| Annual return | -2.31% | 3.13%-5.4pp | 3.46%-5.8pp | 244.93%-247.2pp |
| Employer contribution / active EE | $4,040 | $2,878+40.4% | $2,722+48.4% | $2,078+94.4% |
| Participant deferral / active EE | $4,540 | $3,079+47.5% | $3,402+33.4% | $3,356+35.3% |
| Admin fee / account holder | $1 | $70-98.7% | $3,591-100.0% | $115-99.2% |