Filed August 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,021,983 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $763,564 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 99 · EIN 26-0058143 | Other Fees | $250,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY LLP Service code 11 · EIN 30-1413443 | Actuarial | $22,262 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,439 | $166,271+44.0% | $113,397+111.2% | $166,271+44.0% |
| Participation rate | 95.4% | 79.1%+16.3pp | 76.5%+18.9pp | 79.1%+16.3pp |
| Annual return | 18.11% | 15.58%+2.5pp | 23.20%-5.1pp | 15.58%+2.5pp |
| Employer contribution / active EE | $6,784 | $4,136+64.0% | $2,977+127.9% | $4,136+64.0% |
| Participant deferral / active EE | $10,363 | $7,214+43.7% | $5,076+104.1% | $7,214+43.7% |
| Admin fee / account holder | $91 | $445-79.5% | $11,957-99.2% | $445-79.5% |