Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $966,479 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $569,974 |
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 | $53,560 | $88,686-39.6% | $130,070-58.8% | $96,393-44.4% |
| Participation rate | 98.5% | 78.8%+19.6pp | 78.5%+20.0pp | 71.3%+27.2pp |
| Annual return | 19.96% | 17.57%+2.4pp | -137.40%+157.4pp | 22.88%-2.9pp |
| Employer contribution / active EE | $1,696 | $2,843-40.3% | $4,322-60.8% | $3,239-47.6% |
| Participant deferral / active EE | $5,371 | $4,908+9.4% | $5,821-7.7% | $5,455-1.5% |
| Admin fee / account holder | $54 | $60-8.8% | $10,600-99.5% | $74-26.2% |