Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 | Bank Trustee | $330,866 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,440 |
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $6,341 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,723 |
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 | $93,101 | $129,352-28.0% | $70,492+32.1% | $106,273-12.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 75.1%+24.9pp | 70.8%+29.2pp |
| Annual return | 14.04% | 13.88%+0.2pp | 109.16%-95.1pp | 21.70%-7.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,738-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $7,312 | $4,597+59.1% | $3,711+97.1% | $4,601+58.9% |
| Admin fee / account holder | $11 | $37-69.8% | $3,848-99.7% | $78-85.9% |