Filed December 8, 2021
Total covered: 552 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $543,332 |
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 | $240,138 | $430,560-44.2% | $98,907+142.8% | $106,222+126.1% |
| Participation rate | 98.0% | 86.2%+11.8pp | 76.0%+21.9pp | 70.8%+27.2pp |
| Annual return | 43.75% | 17.89%+25.9pp | 196.43%-152.7pp | 21.69%+22.1pp |
| Employer contribution / active EE | $2,525 | $6,804-62.9% | $2,689-6.1% | $2,723-7.3% |
| Participant deferral / active EE | $6,337 | $9,623-34.1% | $4,244+49.3% | $4,600+37.8% |
| Admin fee / account holder | $31 | $220-85.8% | $6,642-99.5% | $78-60.0% |