Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $224,955 |
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 | $87,763 | $93,773-6.4% | $125,401-30.0% | $78,104+12.4% |
| Participation rate | 51.7% | 75.6%-23.9pp | 82.4%-30.7pp | 74.5%-22.8pp |
| Annual return | -17.83% | 277.78%-295.6pp | 572.53%-590.4pp | 10.90%-28.7pp |
| Employer contribution / active EE | $7,642 | $3,678+107.8% | $4,816+58.7% | $3,128+144.4% |
| Participant deferral / active EE | $0 | $6,971-100.0% | $7,448-100.0% | $5,089-100.0% |
| Admin fee / account holder | $34 | $67-48.6% | $10,008-99.7% | $79-56.4% |