Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $210 |
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 | $101,384 | $85,635+18.4% | $123,894-18.2% | $63,975+58.5% |
| Participation rate | 51.0% | 74.9%-23.9pp | 81.4%-30.4pp | 71.1%-20.1pp |
| Annual return | 6.95% | 15.74%-8.8pp | 47.52%-40.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $5,777 | $3,076+87.8% | $4,617+25.1% | $2,182+164.8% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |