Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $48,627 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,306 | $53,932+106.4% | $134,143-17.0% | $90,288+23.3% |
| Participation rate | 98.1% | 60.4%+37.8pp | 72.2%+26.0pp | 73.4%+24.8pp |
| Annual return | 20.37% | 23.16%-2.8pp | 36.33%-16.0pp | 53.97%-33.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $3,704-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,701 | $2,432+175.5% | $3,499+91.5% | $4,232+58.3% |
| Admin fee / account holder | $26 | $104-74.8% | $6,684-99.6% | $114-77.1% |