Filed October 25, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 | Recordkeeping | $100,402 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $60,626 |
THE VANGUARD GROUP, INC.1 year Filed as: VAGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,027 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILY US, LLP Service code 10 · EIN 30-1413443 | Accounting | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,002 | $89,465-7.2% | $165,100-49.7% | $77,762+6.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 78.6%+13.1pp | 70.6%+21.2pp |
| Annual return | 12.04% | 28.86%-16.8pp | 70.21%-58.2pp | 31.27%-19.2pp |
| Employer contribution / active EE | $575 | $2,565-77.6% | $4,348-86.8% | $2,728-78.9% |
| Participant deferral / active EE | $5,494 | $4,904+12.0% | $6,035-9.0% | $4,651+18.1% |
| Admin fee / account holder | $229 | $340-32.6% | $12,696-98.2% | $433-47.1% |