Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $330,744 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $171,224 |
TIAA6+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $19,132 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $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 | -$24,946 |
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 | $102,140 | $129,352-21.0% | $70,492+44.9% | $106,273-3.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 75.1%+24.9pp | 70.8%+29.2pp |
| Annual return | 13.83% | 13.88%0pp | 109.16%-95.3pp | 21.70%-7.9pp |
| Employer contribution / active EE | $9,425 | $5,470+72.3% | $2,738+244.2% | $2,722+246.2% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $3,711-100.0% | $4,601-100.0% |
| Admin fee / account holder | $13 | $37-64.2% | $3,848-99.7% | $78-83.2% |