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 | $370 |
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 | $143,126 | $84,948+68.5% | $70,462+103.1% | $73,412+95.0% |
| Participation rate | 73.2% | 79.9%-6.8pp | 75.1%-1.9pp | 72.2%+1.0pp |
| Annual return | 12.96% | 13.39%-0.4pp | 109.08%-96.1pp | 59.30%-46.3pp |
| Employer contribution / active EE | $4,483 | $2,834+58.2% | $2,737+63.8% | $2,234+100.7% |
| Participant deferral / active EE | $5,196 | $3,387+53.4% | $3,710+40.1% | $3,806+36.5% |
| Admin fee / account holder | $1 | $98-99.1% | $3,845-100.0% | $158-99.5% |