Filed April 3, 2025 (most recent of 2 filings on file)
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,742 | $51,197+583.1% | $82,719+322.8% | $66,914+422.7% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.6%+26.9pp | 69.8%+29.6pp |
| Annual return | -16.38% | -9.64%-6.7pp | 701.18%-717.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $21,881 | $2,611+738.1% | $3,009+627.2% | $2,544+760.0% |
| Participant deferral / active EE | $1,876 | $3,458-45.8% | $4,395-57.3% | $4,237-55.7% |
| Admin fee / account holder | $41 | $416-90.3% | $5,329-99.2% | $593-93.2% |