Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 | Bank Trustee | $323,583 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,487 |
TIAA4+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $12,917 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $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 | $76,432 | $97,136-21.3% | $59,899+27.6% | $73,367+4.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | -2.77% | -2.56%-0.2pp | 3.46%-6.2pp | 173.45%-176.2pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,723-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $7,615 | $4,036+88.7% | $3,403+123.8% | $4,033+88.8% |
| Admin fee / account holder | $11 | $31-64.9% | $3,592-99.7% | $68-84.3% |