Filed November 11, 2025 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,224 | $185,342-68.6% | $111,297-47.7% | $86,799-32.9% |
| Participation rate | 93.8% | 81.0%+12.8pp | 77.3%+16.5pp | 72.3%+21.5pp |
| Annual return | 18.69% | 500.80%-482.1pp | 54.65%-36.0pp | 97.91%-79.2pp |
| Employer contribution / active EE | $1,859 | $2,246-17.2% | $2,731-31.9% | $2,405-22.7% |
| Participant deferral / active EE | $3,141 | $4,458-29.6% | $4,487-30.0% | $4,131-24.0% |
| Admin fee / account holder | $47 | $255-81.7% | $7,964-99.4% | $170-72.5% |