Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $43,059 |
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 | $89,094 | $53,911+65.3% | $130,660-31.8% | $77,775+14.6% |
| Participation rate | 98.9% | 60.2%+38.7pp | 71.7%+27.1pp | 73.2%+25.7pp |
| Annual return | 23.52% | 21.93%+1.6pp | 1709.29%-1685.8pp | 32.58%-9.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $4,092-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,954 | $2,288+160.2% | $3,603+65.2% | $3,966+50.1% |
| Admin fee / account holder | $23 | $129-82.5% | $5,463-99.6% | $100-77.5% |