Filed October 25, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $75,842 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $45,250 |
MARGOLIN, WINER & EVENS LLP2 years Filed as: MARGOLIN, WINER & EVENS, LLP Service code 10 · EIN 11-1558868 | Accounting | $16,500 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,370 | $78,419+19.1% | $133,971-30.3% | $73,412+27.2% |
| Participation rate | 88.5% | 78.6%+9.9pp | 79.8%+8.7pp | 72.2%+16.3pp |
| Annual return | 12.34% | 33.35%-21.0pp | 45.09%-32.8pp | 59.30%-47.0pp |
| Employer contribution / active EE | $166 | $2,044-91.9% | $3,919-95.8% | $2,234-92.6% |
| Participant deferral / active EE | $4,429 | $3,925+12.8% | $5,047-12.2% | $3,806+16.4% |
| Admin fee / account holder | $235 | $161+45.8% | $8,929-97.4% | $158+49.0% |