Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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).
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 | $301,266 | $142,386+111.6% | $152,466+97.6% | $93,030+223.8% |
| Participation rate | 98.5% | 85.6%+12.9pp | 78.2%+20.3pp | 73.9%+24.5pp |
| Annual return | 12.23% | 18.07%-5.8pp | 757.33%-745.1pp | 158.70%-146.5pp |
| Employer contribution / active EE | $13,138 | $5,485+139.5% | $4,327+203.7% | $2,706+385.6% |
| Participant deferral / active EE | $11,389 | $6,872+65.7% | $5,820+95.7% | $4,562+149.6% |
| Admin fee / account holder | $0 | $108-100.0% | $15,805-100.0% | $152-100.0% |