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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $382,526 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $231,134 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 26-4310632 | Consulting | $33,750 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 16 · EIN 22-2428965 | Consulting | $13,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,200 | $107,459-10.5% | $135,903-29.2% | $80,160+20.0% |
| Participation rate | 96.4% | 78.0%+18.3pp | 81.9%+14.5pp | 72.9%+23.5pp |
| Annual return | 16.92% | 91.91%-75.0pp | 68.23%-51.3pp | 40.38%-23.5pp |
| Employer contribution / active EE | $2,622 | $3,877-32.4% | $4,856-46.0% | $2,978-11.9% |
| Participant deferral / active EE | $4,925 | $8,195-39.9% | $7,758-36.5% | $5,017-1.8% |
| Admin fee / account holder | $96 | $127-24.5% | $10,762-99.1% | $145-33.9% |