Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,519 | $52,149+54.4% | $122,354-34.2% | $77,958+3.3% |
| Participation rate | 98.0% | 58.6%+39.4pp | 71.6%+26.3pp | 71.6%+26.3pp |
| Annual return | 19.17% | 17.75%+1.4pp | 30.28%-11.1pp | 20.87%-1.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $4,051-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,518 | $2,114+161.0% | $3,287+67.9% | $3,537+56.0% |
| Admin fee / account holder | $19 | $93-79.5% | $5,479-99.7% | $97-80.4% |