Filed April 3, 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 | $12,624 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,331 | $60,393+610.9% | $81,820+424.7% | $74,429+476.8% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.4%+27.1pp | 67.2%+32.3pp |
| Annual return | 13.06% | 16.89%-3.8pp | 777.93%-764.9pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $23,492 | $2,626+794.5% | $2,915+705.9% | $2,625+795.0% |
| Participant deferral / active EE | $1,743 | $3,397-48.7% | $4,323-59.7% | $4,348-59.9% |
| Admin fee / account holder | $41 | $1,491-97.3% | $7,391-99.5% | $1,944-97.9% |