Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,607,623 |
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 | $143,879 | $127,796+12.6% | $76,768+87.4% | $73,367+96.1% |
| Participation rate | 96.5% | 88.2%+8.3pp | 77.0%+19.5pp | 69.5%+27.0pp |
| Annual return | -1.42% | -2.31%+0.9pp | 2.43%-3.9pp | 173.45%-174.9pp |
| Employer contribution / active EE | $5,444 | $3,931+38.5% | $2,485+119.1% | $2,499+117.9% |
| Participant deferral / active EE | $8,298 | $6,924+19.8% | $3,852+115.4% | $4,033+105.8% |
| Admin fee / account holder | $66 | $660% | $6,676-99.0% | $68-2.9% |