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 | $60,504+609.6% | $81,882+424.3% | $74,478+476.5% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.4%+27.1pp | 67.2%+32.3pp |
| Annual return | 13.06% | 16.91%-3.8pp | 779.47%-766.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $23,492 | $2,627+794.4% | $2,916+705.6% | $2,626+794.5% |
| Participant deferral / active EE | $1,743 | $3,400-48.7% | $4,323-59.7% | $4,350-59.9% |
| Admin fee / account holder | $41 | $1,492-97.3% | $7,360-99.4% | $1,946-97.9% |