Filed August 28, 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 P.O.BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $888,662 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 P.O.BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $466,481 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,622 | $107,401-42.6% | $146,649-58.0% | $106,520-42.1% |
| Participation rate | 97.7% | 78.6%+19.1pp | 80.1%+17.6pp | 71.3%+26.4pp |
| Annual return | 14.73% | 18.50%-3.8pp | 22.75%-8.0pp | 19.28%-4.5pp |
| Employer contribution / active EE | $1,730 | $2,794-38.1% | $4,137-58.2% | $2,840-39.1% |
| Participant deferral / active EE | $5,212 | $4,619+12.8% | $5,506-5.3% | $4,948+5.3% |
| Admin fee / account holder | $62 | $65-3.6% | $10,281-99.4% | $75-16.3% |