Filed August 5, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,762,535 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $676,793 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 11 · EIN 99-1405547 | Actuarial | $31,505 |
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 | $215,932 | $178,759+20.8% | $102,460+110.7% | $106,553+102.7% |
| Participation rate | 97.4% | 91.3%+6.1pp | 76.5%+20.8pp | 69.8%+27.5pp |
| Annual return | 18.68% | 17.23%+1.5pp | 29.47%-10.8pp | 17.37%+1.3pp |
| Employer contribution / active EE | $6,603 | $5,750+14.8% | $3,025+118.3% | $3,359+96.6% |
| Participant deferral / active EE | $10,112 | $9,466+6.8% | $5,056+100.0% | $5,562+81.8% |
| Admin fee / account holder | $76 | $62+22.8% | $9,460-99.2% | $80-4.2% |