Filed April 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,258 |
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 | $395,459 | $58,264+578.7% | $86,612+356.6% | $71,457+453.4% |
| Participation rate | 99.0% | 65.0%+34.0pp | 71.7%+27.3pp | 67.9%+31.0pp |
| Annual return | 17.48% | 21.63%-4.1pp | 591.07%-573.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $22,256 | $2,574+764.6% | $3,022+636.4% | $2,588+760.1% |
| Participant deferral / active EE | $1,563 | $3,436-54.5% | $4,438-64.8% | $4,289-63.5% |
| Admin fee / account holder | $40 | $1,057-96.2% | $5,614-99.3% | $1,587-97.5% |