Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,322,824 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,054,327 |
Filed as: HEALTHEQUITY, INC. Service code 99 · EIN 52-2383166 | Other Fees | $0 |
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 | $208,785 | $171,796+21.5% | $111,319+87.6% | $106,520+96.0% |
| Participation rate | 96.3% | 88.6%+7.7pp | 77.3%+19.0pp | 71.3%+25.0pp |
| Annual return | 16.77% | 18.62%-1.8pp | 54.68%-37.9pp | 19.28%-2.5pp |
| Employer contribution / active EE | $5,959 | $4,687+27.1% | $2,732+118.1% | $2,840+109.8% |
| Participant deferral / active EE | $9,241 | $7,845+17.8% | $4,488+105.9% | $4,948+86.8% |
| Admin fee / account holder | $87 | $69+24.9% | $7,966-98.9% | $75+16.3% |