Filed August 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,602 |
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 | $95,130 | $60,393+57.5% | $81,820+16.3% | $74,429+27.8% |
| Participation rate | 97.5% | 62.9%+34.6pp | 72.4%+25.1pp | 67.2%+30.3pp |
| Annual return | 12.62% | 16.89%-4.3pp | 777.93%-765.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $4,383 | $2,626+66.9% | $2,915+50.4% | $2,625+67.0% |
| Participant deferral / active EE | $4,494 | $3,397+32.3% | $4,323+4.0% | $4,348+3.4% |
| Admin fee / account holder | $118 | $1,491-92.1% | $7,391-98.4% | $1,944-93.9% |