Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $353,752 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,571 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$18,198 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,035 | $145,906-22.5% | $67,560+67.3% | $106,553+6.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 72.9%+27.1pp | 69.8%+30.2pp |
| Annual return | 14.05% | 15.10%-1.1pp | 3533.50%-3519.4pp | 17.37%-3.3pp |
| Employer contribution / active EE | $11,268 | $6,028+86.9% | $2,737+311.7% | $3,359+235.5% |
| Participant deferral / active EE | $0 | $5,093-100.0% | $4,004-100.0% | $5,562-100.0% |
| Admin fee / account holder | $16 | $38-59.0% | $3,994-99.6% | $80-80.5% |