Filed December 8, 2021
Total covered: 552 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $593,855 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,141 | $169,122-20.1% | $77,999+73.3% | $329,111-58.9% |
| Participation rate | 98.6% | 88.4%+10.3pp | 75.5%+23.1pp | 67.9%+30.8pp |
| Annual return | 8.30% | 11.00%-2.7pp | 425.96%-417.7pp | 16.35%-8.1pp |
| Employer contribution / active EE | $3,795 | $5,827-34.9% | $2,470+53.7% | $2,303+64.8% |
| Participant deferral / active EE | $5,508 | $8,046-31.5% | $3,497+57.5% | $3,682+49.6% |
| Admin fee / account holder | $31 | $83-61.9% | $5,480-99.4% | $754-95.8% |