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 | $6,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,273 | $60,261+202.5% | $81,783+122.9% | $74,546+144.5% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.4%+27.2pp | 67.2%+32.3pp |
| Annual return | 12.97% | 16.88%-3.9pp | 775.05%-762.1pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,796 | $3,388+277.7% | $4,320+196.2% | $4,347+194.3% |
| Admin fee / account holder | $25 | $1,482-98.3% | $7,380-99.7% | $1,944-98.7% |