Filed December 17, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,528 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,723 | $60,504+448.3% | $81,882+305.1% | $74,478+345.4% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 11.55% | 16.91%-5.4pp | 779.47%-767.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $18,121 | $2,627+589.9% | $2,916+521.4% | $2,626+590.0% |
| Participant deferral / active EE | $16,010 | $3,400+370.9% | $4,323+270.3% | $4,350+268.0% |
| Admin fee / account holder | $141 | $1,492-90.6% | $7,360-98.1% | $1,946-92.8% |