Filed March 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $415 |
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).
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 | $31,214 | $40,522-23.0% | $84,628-63.1% | $67,579-53.8% |
| Participation rate | 60.1% | 51.1%+9.0pp | 68.2%-8.1pp | 71.3%-11.1pp |
| Annual return | 41.02% | 32.72%+8.3pp | 258.80%-217.8pp | 378.56%-337.5pp |
| Employer contribution / active EE | $1,297 | $1,146+13.2% | $2,653-51.1% | $2,148-39.6% |
| Participant deferral / active EE | $4,972 | $2,132+133.2% | $3,900+27.5% | $3,539+40.5% |
| Admin fee / account holder | $1 | $145-99.0% | $4,914-100.0% | $142-99.0% |