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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $454,686 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $235,565 |
Filed as: GRAYSTONE CONSULTING INC Service code 16 · EIN 26-4310632 | Consulting | $101,250 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 16 · EIN 22-2428965 | Consulting | $10,000 |
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 | $83,413 | $95,388-12.6% | $125,401-33.5% | $77,906+7.1% |
| Participation rate | 97.2% | 78.6%+18.6pp | 82.4%+14.9pp | 73.7%+23.5pp |
| Annual return | -15.91% | 116.19%-132.1pp | 572.53%-588.4pp | 12.16%-28.1pp |
| Employer contribution / active EE | $2,626 | $3,666-28.4% | $4,816-45.5% | $2,846-7.7% |
| Participant deferral / active EE | $5,328 | $7,711-30.9% | $7,448-28.5% | $4,805+10.9% |
| Admin fee / account holder | $113 | $119-4.8% | $10,008-98.9% | $133-14.7% |