Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $78,690 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,239 | $57,570+100.2% | $121,169-4.9% | $80,149+43.8% |
| Participation rate | 98.6% | 58.8%+39.8pp | 69.5%+29.1pp | 72.9%+25.7pp |
| Annual return | 21.79% | 20.42%+1.4pp | 986.71%-964.9pp | 40.39%-18.6pp |
| Employer contribution / active EE | $0 | $2,119-100.0% | $4,168-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $8,467 | $3,092+173.8% | $4,083+107.4% | $5,015+68.8% |
| Admin fee / account holder | $39 | $121-68.1% | $5,645-99.3% | $145-73.3% |