Filed November 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,524 | $78,275+37.4% | $109,143-1.5% | $86,799+23.9% |
| Participation rate | 37.0% | 73.8%-36.9pp | 75.9%-38.9pp | 72.3%-35.3pp |
| Annual return | 11.10% | 19.14%-8.0pp | 25.75%-14.6pp | 97.91%-86.8pp |
| Employer contribution / active EE | $1,978 | $3,105-36.3% | $3,722-46.9% | $2,405-17.8% |
| Participant deferral / active EE | $2,737 | $3,641-24.8% | $4,653-41.2% | $4,131-33.7% |
| Admin fee / account holder | $27 | $198-86.6% | $6,752-99.6% | $170-84.3% |