Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $327,103 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $217,013 |
TIAA7+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $21,395 |
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 | -$30,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,630 | $141,493-21.1% | $75,728+47.4% | $106,520+4.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 74.8%+25.2pp | 71.3%+28.7pp |
| Annual return | 13.32% | 15.80%-2.5pp | 104.66%-91.3pp | 19.28%-6.0pp |
| Employer contribution / active EE | $4,667 | $4,166+12.0% | $2,743+70.1% | $2,840+64.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,820-100.0% | $4,948-100.0% |
| Admin fee / account holder | $15 | $40-62.2% | $3,620-99.6% | $75-79.6% |