Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $451,621 |
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 | $119,473 | $111,064+7.6% | $67,652+76.6% | $69,651+71.5% |
| Participation rate | 98.4% | 86.0%+12.4pp | 75.7%+22.7pp | 66.6%+31.8pp |
| Annual return | 3.30% | 2.77%+0.5pp | 6625.40%-6622.1pp | 53.77%-50.5pp |
| Employer contribution / active EE | $5,515 | $3,328+65.7% | $2,266+143.4% | $2,241+146.1% |
| Participant deferral / active EE | $8,144 | $6,396+27.3% | $3,560+128.8% | $3,635+124.0% |
| Admin fee / account holder | $19 | $72-73.2% | $4,821-99.6% | $63-69.5% |