Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $333,337 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $233,526 |
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 | -$28,076 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,760 | $114,884-19.3% | $60,919+52.3% | $89,433+3.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 73.1%+26.9pp | 71.3%+28.7pp |
| Annual return | -14.02% | -13.42%-0.6pp | 16.98%-31.0pp | -11.88%-2.1pp |
| Employer contribution / active EE | $10,722 | $5,609+91.1% | $2,704+296.6% | $3,021+255.0% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $3,814-100.0% | $5,125-100.0% |
| Admin fee / account holder | $15 | $37-59.3% | $3,226-99.5% | $79-80.9% |