Filed November 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,984 | $56,443+43.5% | $83,831-3.4% | $55,725+45.3% |
| Participation rate | 39.4% | 72.0%-32.6pp | 76.1%-36.7pp | 70.9%-31.4pp |
| Annual return | -3.09% | 393.67%-396.8pp | 850.99%-854.1pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,850 | $2,682-31.0% | $3,631-49.1% | $2,078-11.0% |
| Participant deferral / active EE | $2,515 | $2,965-15.2% | $4,082-38.4% | $3,356-25.1% |
| Admin fee / account holder | $16 | $156-89.8% | $5,479-99.7% | $115-86.1% |