Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
RISK COMPLIANCE PERFORMANCE SOL.1+ years Filed as: RISK COMPLIANCE PERFORMANCE Service code 15 · EIN 27-4064715 | Recordkeeping | $39,439 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,728 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $21,650 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $10,568 |
TIAA1+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $9,146 |
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 | $75,037 | $81,689-8.1% | $57,357+30.8% | $69,651+7.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 75.1%+24.9pp | 66.6%+33.4pp |
| Annual return | 1.11% | 821.18%-820.1pp | 24.41%-23.3pp | 53.77%-52.7pp |
| Employer contribution / active EE | $8,598 | $3,891+121.0% | $2,689+219.8% | $2,241+283.8% |
| Participant deferral / active EE | $0 | $3,019-100.0% | $3,162-100.0% | $3,635-100.0% |
| Admin fee / account holder | $1 | $27-96.2% | $3,357-100.0% | $63-98.4% |