Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $326,524 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $285,399 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,295 |
TIAA3+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $7,666 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $6 |
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 | $96,683 | $111,945-13.6% | $63,018+53.4% | $80,976+19.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 74.8%+25.2pp | 68.3%+31.7pp |
| Annual return | 15.68% | 17.10%-1.4pp | 87.63%-71.9pp | 22.91%-7.2pp |
| Employer contribution / active EE | $9,237 | $4,590+101.2% | $2,761+234.6% | $2,402+284.5% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,330-100.0% | $3,848-100.0% |
| Admin fee / account holder | $24 | $24-1.8% | $3,601-99.3% | $67-64.4% |