Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $78,100 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 16 · EIN 23-1945930 | Consulting | $16,218 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,892 | $62,541+109.3% | $129,406+1.1% | $200,096-34.6% |
| Participation rate | 97.5% | 56.8%+40.7pp | 69.6%+27.9pp | 72.0%+25.5pp |
| Annual return | 17.04% | 16.95%+0.1pp | 9468.18%-9451.1pp | 34.26%-17.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,155-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $9,311 | $3,123+198.2% | $4,167+123.4% | $5,090+82.9% |
| Admin fee / account holder | $45 | $167-72.8% | $7,689-99.4% | $269-83.1% |