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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,802 | $116,081-21.8% | $156,181-41.9% | $79,634+14.0% |
| Participation rate | 89.4% | 75.6%+13.8pp | 78.8%+10.6pp | 62.5%+26.9pp |
| Annual return | 16.21% | 15.89%+0.3pp | 64.87%-48.7pp | 36.46%-20.3pp |
| Employer contribution / active EE | $560 | $2,828-80.2% | $4,294-87.0% | $2,529-77.9% |
| Participant deferral / active EE | $5,431 | $4,584+18.5% | $6,132-11.4% | $3,835+41.6% |
| Admin fee / account holder | $247 | $854-71.1% | $14,586-98.3% | $1,002-75.4% |