Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,066,231 |
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 | $131,177 | $126,925+3.4% | $74,184+76.8% | $329,111-60.1% |
| Participation rate | 97.7% | 87.5%+10.2pp | 76.6%+21.1pp | 67.9%+29.9pp |
| Annual return | 10.18% | 10.67%-0.5pp | 17.74%-7.6pp | 16.35%-6.2pp |
| Employer contribution / active EE | $5,320 | $3,536+50.4% | $2,370+124.5% | $2,303+131.0% |
| Participant deferral / active EE | $7,945 | $6,619+20.0% | $3,550+123.8% | $3,682+115.8% |
| Admin fee / account holder | $47 | $64-26.3% | $5,586-99.2% | $754-93.8% |