Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,030,061 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $709,722 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,463 | $96,807-39.6% | $165,100-64.6% | $106,553-45.1% |
| Participation rate | 98.0% | 79.1%+18.9pp | 78.6%+19.3pp | 69.8%+28.1pp |
| Annual return | 15.76% | 17.39%-1.6pp | 70.21%-54.5pp | 17.37%-1.6pp |
| Employer contribution / active EE | $1,821 | $2,888-37.0% | $4,348-58.1% | $3,359-45.8% |
| Participant deferral / active EE | $5,580 | $5,055+10.4% | $6,035-7.6% | $5,562+0.3% |
| Admin fee / account holder | $58 | $66-12.5% | $12,696-99.5% | $80-27.8% |