Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 | Bank Trustee | $207,755 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,030 |
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $7,186 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 1101 INVESTMENT BLVD. · EL DORADO HILLS, CA 95762 | Contract Administrator | $48 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVSTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,840 | $89,117-14.9% | $57,196+32.6% | $329,111-77.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.3%+24.7pp | 67.9%+32.1pp |
| Annual return | 7.28% | 7.87%-0.6pp | 14.59%-7.3pp | 16.35%-9.1pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,683-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $6,427 | $3,328+93.1% | $3,096+107.6% | $3,682+74.5% |
| Admin fee / account holder | $7 | $21-69.1% | $3,141-99.8% | $754-99.1% |