Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,806,688 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $169,630 | $143,368+18.3% | $87,102+94.7% | $89,609+89.3% |
| Participation rate | 97.9% | 88.2%+9.7pp | 76.9%+21.1pp | 69.6%+28.4pp |
| Annual return | 24.72% | 28.55%-3.8pp | 28.19%-3.5pp | 33.65%-8.9pp |
| Employer contribution / active EE | $5,757 | $4,012+43.5% | $2,521+128.3% | $2,584+122.8% |
| Participant deferral / active EE | $8,743 | $7,129+22.6% | $4,048+116.0% | $4,222+107.1% |
| Admin fee / account holder | $70 | $61+14.8% | $7,493-99.1% | $72-2.5% |