Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $330,011 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,564 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $100,180 |
TIAA4+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $21,488 |
Service code 60 | Sub-TA Fees | $65 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
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 | $81,488 | $97,136-16.1% | $59,899+36.0% | $73,367+11.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | -3.91% | -2.56%-1.4pp | 3.46%-7.4pp | 173.45%-177.4pp |
| Employer contribution / active EE | $9,918 | $4,492+120.8% | $2,723+264.2% | $2,499+296.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $3,403-100.0% | $4,033-100.0% |
| Admin fee / account holder | $13 | $31-57.9% | $3,592-99.6% | $68-81.1% |