Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $72,843 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,091 | $52,523+81.0% | $117,472-19.1% | $77,906+22.1% |
| Participation rate | 98.7% | 61.6%+37.1pp | 70.6%+28.1pp | 73.7%+25.0pp |
| Annual return | -18.77% | -13.76%-5.0pp | 29.77%-48.5pp | 12.16%-30.9pp |
| Employer contribution / active EE | $0 | $2,166-100.0% | $4,180-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,718 | $3,087+150.0% | $4,072+89.5% | $4,805+60.6% |
| Admin fee / account holder | $36 | $99-63.5% | $5,646-99.4% | $133-72.7% |