Filed December 8, 2021
Total covered: 552 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $570,186 |
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 | $144,764 | $173,253-16.4% | $80,019+80.9% | $73,367+97.3% |
| Participation rate | 98.8% | 88.8%+9.9pp | 75.8%+22.9pp | 69.5%+29.3pp |
| Annual return | -4.14% | -2.12%-2.0pp | 11.22%-15.4pp | 173.45%-177.6pp |
| Employer contribution / active EE | $3,344 | $6,338-47.2% | $2,468+35.5% | $2,499+33.8% |
| Participant deferral / active EE | $6,123 | $8,893-31.1% | $3,686+66.1% | $4,033+51.8% |
| Admin fee / account holder | $30 | $90-66.1% | $6,521-99.5% | $68-55.4% |