Filed October 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $31,838 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 49 · EIN 41-0973005 | Other Services | $9,971 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,835 | $60,261+88.9% | $81,783+39.2% | $74,546+52.7% |
| Participation rate | 87.4% | 62.9%+24.6pp | 72.4%+15.1pp | 67.2%+20.2pp |
| Annual return | 13.25% | 16.88%-3.6pp | 775.05%-761.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $6,254 | $2,622+138.6% | $2,913+114.7% | $2,624+138.3% |
| Participant deferral / active EE | $6,236 | $3,388+84.1% | $4,320+44.3% | $4,347+43.4% |
| Admin fee / account holder | $194 | $1,482-86.9% | $7,380-97.4% | $1,944-90.0% |