Filed October 25, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 | Recordkeeping | $92,802 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $60,000 |
THE VANGUARD GROUP, INC.2 years Filed as: VAGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,127 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILY US, LLP Service code 10 · EIN 30-1413443 | Accounting | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,802 | $108,549-16.3% | $156,263-41.9% | $85,563+6.1% |
| Participation rate | 89.4% | 77.1%+12.3pp | 78.9%+10.5pp | 66.0%+23.4pp |
| Annual return | 16.21% | 21.79%-5.6pp | 59.47%-43.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $560 | $2,690-79.2% | $4,333-87.1% | $2,654-78.9% |
| Participant deferral / active EE | $5,431 | $4,800+13.1% | $6,158-11.8% | $4,375+24.1% |
| Admin fee / account holder | $247 | $650-62.0% | $14,255-98.3% | $834-70.4% |