Filed August 28, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 P.O.BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $398,327 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 227 WEST MONROE STREET · CHICAGO, IL 60606 | Advisory (Plan) | $75,000 |
Service code 10 · EIN 36-2938874 455 N. CITYFRONT PLAZA DR. · CHICAGO, IL 60611 | Accounting | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,371 | $77,180+17.1% | $117,861-23.3% | $177,276-49.0% |
| Participation rate | 98.6% | 85.8%+12.8pp | 79.7%+18.9pp | 74.8%+23.7pp |
| Annual return | 19.00% | 20.91%-1.9pp | 335.11%-316.1pp | 21.25%-2.3pp |
| Employer contribution / active EE | $2,195 | $1,992+10.2% | $3,786-42.0% | $2,479-11.5% |
| Participant deferral / active EE | $6,478 | $3,956+63.7% | $4,482+44.5% | $3,881+66.9% |
| Admin fee / account holder | $67 | $54+23.0% | $8,021-99.2% | $154-56.6% |