Filed April 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,982 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,566 | $58,312+197.6% | $86,656+100.3% | $71,529+142.7% |
| Participation rate | 98.4% | 65.0%+33.4pp | 71.7%+26.7pp | 67.9%+30.5pp |
| Annual return | 17.81% | 24.08%-6.3pp | 593.09%-575.3pp | 28.97%-11.2pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $12,317 | $3,439+258.1% | $4,439+177.5% | $4,291+187.0% |
| Admin fee / account holder | $28 | $1,057-97.4% | $5,619-99.5% | $1,588-98.2% |