Filed April 3, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,101 |
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 | $349,742 | $51,226+582.7% | $82,744+322.7% | $66,938+422.5% |
| Participation rate | 99.4% | 67.9%+31.6pp | 72.6%+26.9pp | 69.8%+29.6pp |
| Annual return | -16.38% | -9.61%-6.8pp | 702.22%-718.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $21,881 | $2,612+737.6% | $3,008+627.4% | $2,545+759.7% |
| Participant deferral / active EE | $1,876 | $3,460-45.8% | $4,395-57.3% | $4,238-55.7% |
| Admin fee / account holder | $41 | $416-90.3% | $5,325-99.2% | $594-93.2% |