Filed January 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $431,627 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $233,173 |
VERRILL DANA LLP4 years Service code 50 · EIN 01-0176171 | Direct Payment | $17,376 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,288 | $106,087-7.4% | $86,677+13.4% | $78,044+25.9% |
| Participation rate | 99.3% | 89.6%+9.7pp | 76.6%+22.7pp | 74.4%+24.8pp |
| Annual return | -18.07% | -14.87%-3.2pp | 35.91%-54.0pp | 10.87%-28.9pp |
| Employer contribution / active EE | $4,293 | $4,110+4.5% | $2,836+51.4% | $3,125+37.4% |
| Participant deferral / active EE | $8,778 | $6,851+28.1% | $4,656+88.5% | $5,084+72.6% |
| Admin fee / account holder | $75 | $81-7.1% | $7,493-99.0% | $79-4.4% |