Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,275 |
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 | $115,773 | $120,321-3.8% | $147,117-21.3% | $99,313+16.6% |
| Participation rate | 69.0% | 73.4%-4.4pp | 82.2%-13.2pp | 71.7%-2.7pp |
| Annual return | -0.71% | 28.95%-29.7pp | 420.54%-421.3pp | 17.67%-18.4pp |
| Employer contribution / active EE | $9,708 | $4,158+133.5% | $4,932+96.8% | $3,264+197.4% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $8,065-100.0% | $5,346-100.0% |
| Admin fee / account holder | $32 | $150-78.4% | $12,993-99.8% | $109-70.3% |