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 | $60,454+201.5% | $81,844+122.7% | $74,459+144.8% |
| Participation rate | 99.5% | 63.0%+36.6pp | 72.4%+27.1pp | 67.2%+32.3pp |
| Annual return | 12.97% | 16.87%-3.9pp | 778.87%-765.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,796 | $3,398+276.6% | $4,323+196.0% | $4,350+194.2% |
| Admin fee / account holder | $25 | $1,490-98.3% | $7,355-99.7% | $1,945-98.7% |