Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,473 | $86,791+14.6% | $115,038-13.5% | $59,188+68.1% |
| Participation rate | 54.1% | 72.8%-18.7pp | 81.4%-27.2pp | 69.4%-15.3pp |
| Annual return | -0.62% | 4.44%-5.1pp | 26.14%-26.8pp | 5.51%-6.1pp |
| Employer contribution / active EE | $5,452 | $2,950+84.8% | $4,608+18.3% | $2,098+159.9% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |