Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 | Bank Trustee | $336,999 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $217,181 |
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $12,961 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,763 |
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 | $97,094 | $141,493-31.4% | $75,728+28.2% | $106,520-8.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 74.8%+25.2pp | 71.3%+28.7pp |
| Annual return | 13.75% | 15.80%-2.1pp | 104.66%-90.9pp | 19.28%-5.5pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $7,323 | $4,740+54.5% | $3,820+91.7% | $4,948+48.0% |
| Admin fee / account holder | $13 | $40-68.1% | $3,620-99.6% | $75-82.7% |