Filed February 10, 2026
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $328,343 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,624 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,265 | $118,337+48.1% | $189,534-7.5% | $93,010+88.4% |
| Participation rate | 98.4% | 89.1%+9.3pp | 87.8%+10.5pp | 73.9%+24.5pp |
| Annual return | 13.95% | 21.77%-7.8pp | 555.39%-541.4pp | 158.70%-144.8pp |
| Employer contribution / active EE | $8,097 | $4,204+92.6% | $6,162+31.4% | $2,705+199.3% |
| Participant deferral / active EE | $14,130 | $7,123+98.4% | $8,220+71.9% | $4,561+209.8% |
| Admin fee / account holder | $89 | $100-11.1% | $12,049-99.3% | $152-41.6% |