Filed March 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,630 | $30,599-39.1% | $74,577-75.0% | $57,658-67.7% |
| Participation rate | 54.4% | 49.1%+5.3pp | 68.1%-13.7pp | 70.2%-15.8pp |
| Annual return | 25.41% | 14.24%+11.2pp | 20.47%+4.9pp | 5.13%+20.3pp |
| Employer contribution / active EE | $971 | $1,000-2.9% | $2,525-61.6% | $1,974-50.8% |
| Participant deferral / active EE | $5,108 | $1,805+183.0% | $3,458+47.7% | $3,061+66.9% |
| Admin fee / account holder | $7 | $98-92.5% | $4,138-99.8% | $95-92.2% |