Filed July 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,636 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $3,175 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,536 | $138,366+24.7% | $184,185-6.3% | $80,911+113.2% |
| Participation rate | 91.3% | 83.9%+7.4pp | 86.8%+4.5pp | 67.6%+23.7pp |
| Annual return | 13.99% | 20.02%-6.0pp | 28.81%-14.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $4,846 | $4,849-0.1% | $6,426-24.6% | $2,756+75.8% |
| Participant deferral / active EE | $6,727 | $7,074-4.9% | $9,132-26.3% | $4,297+56.5% |
| Admin fee / account holder | $99 | $10,484-99.1% | $13,909-99.3% | $6,935-98.6% |