Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $345,956 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $251,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,790 |
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 | $95,175 | $133,493-28.7% | $64,110+48.5% | $96,393-1.3% |
| Participation rate | 100.0% | 69.3%+30.7pp | 72.3%+27.7pp | 71.3%+28.7pp |
| Annual return | 16.62% | 17.06%-0.4pp | 33.75%-17.1pp | 22.88%-6.3pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $10,263 | $5,097+101.4% | $3,883+164.3% | $5,455+88.1% |
| Admin fee / account holder | $14 | $34-58.6% | $3,071-99.5% | $74-80.8% |