Filed April 3, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,799 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,732 | $51,223+184.5% | $82,763+76.1% | $66,949+117.7% |
| Participation rate | 99.4% | 67.9%+31.5pp | 72.6%+26.9pp | 69.8%+29.6pp |
| Annual return | -16.51% | -9.85%-6.7pp | 702.45%-719.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,845 | $3,460+213.4% | $4,395+146.8% | $4,239+155.8% |
| Admin fee / account holder | $28 | $415-93.2% | $5,325-99.5% | $594-95.3% |