Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,050 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $22,250 |
FARBER HASS HURLEY LLP1 year Filed as: FARBER HASS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $19,308 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $17,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,688 | $123,286+16.5% | $75,501+90.3% | $77,958+84.3% |
| Participation rate | 97.1% | 78.8%+18.3pp | 72.4%+24.7pp | 71.6%+25.4pp |
| Annual return | 36.21% | 20.45%+15.8pp | 27.35%+8.9pp | 20.87%+15.3pp |
| Employer contribution / active EE | $2,639 | $2,035+29.7% | $2,352+12.2% | $2,310+14.2% |
| Participant deferral / active EE | $6,889 | $3,095+122.6% | $3,142+119.2% | $3,537+94.8% |
| Admin fee / account holder | $25 | $144-82.7% | $5,801-99.6% | $97-74.4% |