Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $207,746 |
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 | $105,204 | $101,523+3.6% | $141,200-25.5% | $77,775+35.3% |
| Participation rate | 61.4% | 77.4%-15.9pp | 82.5%-21.1pp | 73.2%-11.8pp |
| Annual return | 19.86% | 56.22%-36.4pp | 71.41%-51.5pp | 32.58%-12.7pp |
| Employer contribution / active EE | $7,223 | $3,341+116.2% | $4,736+52.5% | $2,504+188.5% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $42 | $92-54.4% | $10,265-99.6% | $100-58.3% |