Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,393,766 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 16 · EIN 41-0244008 | Consulting | $10,044 |
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 | $153,296 | $136,209+12.5% | $82,312+86.2% | $80,976+89.3% |
| Participation rate | 97.8% | 88.0%+9.8pp | 76.9%+21.0pp | 68.3%+29.6pp |
| Annual return | 18.49% | 21.54%-3.1pp | 25.88%-7.4pp | 22.91%-4.4pp |
| Employer contribution / active EE | $5,542 | $3,633+52.6% | $2,428+128.2% | $2,402+130.7% |
| Participant deferral / active EE | $8,326 | $6,693+24.4% | $3,706+124.6% | $3,848+116.3% |
| Admin fee / account holder | $61 | $62-1.9% | $5,608-98.9% | $67-9.6% |