Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $34,877 |
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 | $73,016 | $53,932+35.4% | $134,162-45.6% | $90,274-19.1% |
| Participation rate | 99.3% | 60.4%+38.9pp | 72.2%+27.1pp | 73.4%+25.9pp |
| Annual return | 21.70% | 23.16%-1.5pp | 36.35%-14.6pp | 53.97%-32.3pp |
| Employer contribution / active EE | $7,670 | $1,611+376.1% | $3,705+107.0% | $2,523+203.9% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,500-100.0% | $4,231-100.0% |
| Admin fee / account holder | $19 | $104-81.8% | $6,685-99.7% | $114-83.5% |