Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $331,875 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,220 |
TIAA5+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $19,132 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$24,071 |
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 | $121,309 | $121,004+0.3% | $69,480+74.6% | $89,609+35.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.6%+25.4pp | 69.6%+30.4pp |
| Annual return | 19.14% | 20.21%-1.1pp | 28.99%-9.8pp | 33.65%-14.5pp |
| Employer contribution / active EE | $11,437 | $5,335+114.4% | $2,780+311.4% | $2,584+342.6% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $3,537-100.0% | $4,222-100.0% |
| Admin fee / account holder | $17 | $32-47.7% | $3,840-99.6% | $72-76.7% |