Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 | Bank Trustee | $317,032 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $254,874 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,908 |
TIAA3+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $8,305 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVSTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 52 · EIN 22-1211670 | Indirect Investment 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 | $92,143 | $111,945-17.7% | $63,018+46.2% | $80,976+13.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 74.8%+25.2pp | 68.3%+31.7pp |
| Annual return | 15.92% | 17.10%-1.2pp | 87.63%-71.7pp | 22.91%-7.0pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,761-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $7,310 | $3,579+104.2% | $3,330+119.5% | $3,848+89.9% |
| Admin fee / account holder | $21 | $24-13.2% | $3,601-99.4% | $67-68.5% |