Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,298,670 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,217,678 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER TX LLC Service code 10 · EIN 76-0356844 | Accounting | $24,680 |
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 | $165,358 | $138,331+19.5% | $86,717+90.7% | $89,433+84.9% |
| Participation rate | 97.8% | 88.9%+8.9pp | 76.6%+21.2pp | 71.3%+26.5pp |
| Annual return | -14.13% | -11.72%-2.4pp | 35.97%-50.1pp | -11.88%-2.2pp |
| Employer contribution / active EE | $6,170 | $4,812+28.2% | $2,837+117.5% | $3,021+104.2% |
| Participant deferral / active EE | $9,403 | $8,027+17.1% | $4,657+101.9% | $5,125+83.5% |
| Admin fee / account holder | $84 | $64+31.6% | $7,494-98.9% | $79+6.3% |