Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $185,805 |
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 | $96,409 | $88,874+8.5% | $123,553-22.0% | $75,289+28.1% |
| Participation rate | 50.2% | 75.9%-25.6pp | 82.3%-32.1pp | 72.4%-22.2pp |
| Annual return | -6.22% | 4.22%-10.4pp | 119.21%-125.4pp | -0.04%-6.2pp |
| Employer contribution / active EE | $5,885 | $3,256+80.8% | $4,628+27.2% | $2,405+144.7% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $43 | $95-55.0% | $9,284-99.5% | $102-58.4% |