Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,450,484 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $643,868 |
JMM CPA1 year Service code 10 · EIN 47-2940358 | Accounting | $9,000 |
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 | $190,709 | $161,802+17.9% | $96,564+97.5% | $96,393+97.8% |
| Participation rate | 97.6% | 92.5%+5.2pp | 76.0%+21.6pp | 71.3%+26.3pp |
| Annual return | 19.49% | 18.41%+1.1pp | 25.89%-6.4pp | 22.88%-3.4pp |
| Employer contribution / active EE | $6,482 | $5,381+20.4% | $2,967+118.5% | $3,239+100.1% |
| Participant deferral / active EE | $9,911 | $8,927+11.0% | $4,852+104.3% | $5,455+81.7% |
| Admin fee / account holder | $67 | $61+10.0% | $8,256-99.2% | $74-9.3% |