Filed January 25, 2021 (most recent of 3 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $570,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,975 | $108,759+22.3% | $149,751-11.2% | $93,223+42.6% |
| Participation rate | 64.8% | 70.7%-5.9pp | 82.5%-17.7pp | 74.9%-10.1pp |
| Annual return | 16.09% | 19.53%-3.4pp | 276.71%-260.6pp | 19.29%-3.2pp |
| Employer contribution / active EE | $2,010 | $2,777-27.6% | $4,646-56.7% | $2,680-25.0% |
| Participant deferral / active EE | $4,459 | $6,149-27.5% | $6,843-34.8% | $4,563-2.3% |
| Admin fee / account holder | $168 | $81+108.1% | $9,312-98.2% | $79+112.2% |