Filed January 31, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $168,628 |
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 | $124,309 | $104,544+18.9% | $96,564+28.7% | $80,187+55.0% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.2pp | 72.9%+23.2pp |
| Annual return | 18.40% | 21.79%-3.4pp | 25.89%-7.5pp | 40.40%-22.0pp |
| Employer contribution / active EE | $3,262 | $3,527-7.5% | $2,967+9.9% | $2,980+9.5% |
| Participant deferral / active EE | $7,493 | $6,170+21.4% | $4,852+54.4% | $5,016+49.4% |
| Admin fee / account holder | $48 | $107-55.3% | $8,256-99.4% | $145-67.1% |