Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $252,330 |
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 | $80,938 | $121,599-33.4% | $135,998-40.5% | $103,657-21.9% |
| Participation rate | 73.7% | 76.2%-2.5pp | 81.9%-8.2pp | 73.4%+0.3pp |
| Annual return | 16.33% | 26.09%-9.8pp | 68.37%-52.0pp | 33.13%-16.8pp |
| Employer contribution / active EE | $8,734 | $4,627+88.8% | $4,860+79.7% | $3,216+171.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,761-100.0% | $5,218-100.0% |
| Admin fee / account holder | $30 | $76-60.3% | $10,769-99.7% | $114-73.7% |