Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $212,327 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,425 | $114,842+3.1% | $159,495-25.7% | $101,555+16.6% |
| Participation rate | 56.0% | 71.6%-15.7pp | 82.8%-26.8pp | 74.5%-18.6pp |
| Annual return | 10.63% | 22.90%-12.3pp | 263.72%-253.1pp | 21.00%-10.4pp |
| Employer contribution / active EE | $7,479 | $3,203+133.5% | $4,831+54.8% | $2,972+151.6% |
| Participant deferral / active EE | $0 | $6,336-100.0% | $7,354-100.0% | $4,874-100.0% |
| Admin fee / account holder | $38 | $80-53.2% | $10,804-99.7% | $139-73.0% |