Filed August 6, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
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 | $111,306 | $53,932+106.4% | $134,162-17.0% | $90,274+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 | 36.35%-16.0pp | 53.97%-33.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $3,705-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $6,701 | $2,432+175.5% | $3,500+91.5% | $4,231+58.4% |
| Admin fee / account holder | $26 | $104-74.8% | $6,685-99.6% | $114-77.1% |