Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $222,420 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,752 |
TIAA2+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $62,103 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $60,156 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,302 | $89,117-11.0% | $57,196+38.6% | $329,111-75.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.3%+24.7pp | 67.9%+32.1pp |
| Annual return | 6.42% | 7.87%-1.4pp | 14.59%-8.2pp | 16.35%-9.9pp |
| Employer contribution / active EE | $8,752 | $4,034+116.9% | $2,683+226.2% | $2,303+279.9% |
| Participant deferral / active EE | $0 | $3,328-100.0% | $3,096-100.0% | $3,682-100.0% |
| Admin fee / account holder | $9 | $21-57.1% | $3,141-99.7% | $754-98.8% |