Filed December 8, 2021
Total covered: 552 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $580,389 |
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 | $155,306 | $187,373-17.1% | $91,001+70.7% | $80,976+91.8% |
| Participation rate | 98.8% | 87.5%+11.3pp | 75.6%+23.2pp | 68.3%+30.6pp |
| Annual return | 16.44% | 16.95%-0.5pp | 4.60%+11.8pp | 22.91%-6.5pp |
| Employer contribution / active EE | $3,884 | $5,838-33.5% | $2,456+58.2% | $2,402+61.7% |
| Participant deferral / active EE | $5,712 | $8,375-31.8% | $3,547+61.0% | $3,848+48.4% |
| Admin fee / account holder | $30 | $91-66.9% | $5,417-99.4% | $67-55.2% |