Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 | Bank Trustee | $327,558 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,183 |
TIAA5+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $13,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $109,558 | $121,004-9.5% | $69,480+57.7% | $89,609+22.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.6%+25.4pp | 69.6%+30.4pp |
| Annual return | 19.49% | 20.21%-0.7pp | 28.99%-9.5pp | 33.65%-14.2pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,780-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,161 | $4,335+88.2% | $3,537+130.7% | $4,222+93.3% |
| Admin fee / account holder | $14 | $32-55.6% | $3,840-99.6% | $72-80.3% |