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 | $60,454+448.7% | $81,844+305.3% | $74,459+345.5% |
| Participation rate | 98.1% | 63.0%+35.2pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 11.55% | 16.87%-5.3pp | 778.87%-767.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $18,121 | $2,630+589.2% | $2,916+521.4% | $2,626+590.1% |
| Participant deferral / active EE | $16,010 | $3,398+371.1% | $4,323+270.3% | $4,350+268.1% |
| Admin fee / account holder | $141 | $1,490-90.5% | $7,355-98.1% | $1,945-92.8% |