Filed October 25, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $95,929 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $72,500 |
MARGOLIN, WINER & EVENS LLP4 years Filed as: MARGOLIN, WINER & EVENS, LLP Service code 10 · EIN 11-1558868 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,439 | $71,142+0.4% | $119,622-40.3% | $64,819+10.2% |
| Participation rate | 78.2% | 78.6%-0.4pp | 79.3%-1.0pp | 71.5%+6.7pp |
| Annual return | -13.94% | -10.01%-3.9pp | -14.98%+1.0pp | 32.84%-46.8pp |
| Employer contribution / active EE | $443 | $2,497-82.3% | $4,232-89.5% | $2,507-82.3% |
| Participant deferral / active EE | $4,228 | $4,490-5.8% | $5,601-24.5% | $4,311-1.9% |
| Admin fee / account holder | $237 | $162+46.4% | $10,328-97.7% | $188+26.4% |