Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,029,262 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 29 · EIN 41-0244008 | Legal | $1,120 |
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 | $187,507 | $164,350+14.1% | $95,968+95.4% | $106,273+76.4% |
| Participation rate | 97.4% | 90.5%+6.9pp | 77.1%+20.3pp | 70.8%+26.6pp |
| Annual return | 13.36% | 14.56%-1.2pp | 91.65%-78.3pp | 21.70%-8.3pp |
| Employer contribution / active EE | $5,769 | $4,292+34.4% | $2,542+127.0% | $2,722+111.9% |
| Participant deferral / active EE | $8,864 | $7,854+12.9% | $4,167+112.7% | $4,601+92.6% |
| Admin fee / account holder | $77 | $65+17.4% | $6,798-98.9% | $78-1.9% |