Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 | Bank Trustee | $340,362 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $232,484 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$54,546 |
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 | $86,276 | $114,884-24.9% | $60,919+41.6% | $89,433-3.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 73.1%+26.9pp | 71.3%+28.7pp |
| Annual return | -12.80% | -13.42%+0.6pp | 16.98%-29.8pp | -11.88%-0.9pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,704-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $7,862 | $4,846+62.2% | $3,814+106.1% | $5,125+53.4% |
| Admin fee / account holder | $14 | $37-63.7% | $3,226-99.6% | $79-82.9% |