Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $70,017 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,893 | $62,943+101.6% | $142,908-11.2% | $93,010+36.4% |
| Participation rate | 98.2% | 63.3%+34.9pp | 72.0%+26.3pp | 73.9%+24.3pp |
| Annual return | 14.93% | 16.28%-1.3pp | 5640.16%-5625.2pp | 158.70%-143.8pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $4,146-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,316 | $2,841+157.5% | $3,838+90.6% | $4,561+60.4% |
| Admin fee / account holder | $37 | $103-63.6% | $6,560-99.4% | $152-75.4% |