Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $41,750 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,790 |
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 | $26,814 | $54,890-51.1% | $63,244-57.6% | $59,188-54.7% |
| Participation rate | 97.5% | 75.6%+21.9pp | 71.0%+26.5pp | 69.4%+28.1pp |
| Annual return | -1.19% | 4.56%-5.7pp | -70.31%+69.1pp | 5.51%-6.7pp |
| Employer contribution / active EE | $3,571 | $1,831+95.1% | $2,322+53.8% | $2,098+70.2% |
| Participant deferral / active EE | $0 | $2,803-100.0% | $2,953-100.0% | $3,265-100.0% |
| Admin fee / account holder | $15 | $66-77.1% | $5,893-99.7% | $92-83.6% |