Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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 | $35,003 | $43,453-19.4% | $109,313-68.0% | $63,975-45.3% |
| Participation rate | 92.7% | 59.3%+33.5pp | 71.3%+21.5pp | 71.1%+21.6pp |
| Annual return | 7.81% | 9.85%-2.0pp | 22.07%-14.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $3,398 | $1,799+88.9% | $3,892-12.7% | $2,182+55.8% |
| Participant deferral / active EE | $0 | $2,093-100.0% | $3,166-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $79-91.1% | $5,666-99.9% | $70-90.0% |