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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $153,061 |
FARBER HASS HURLEY LLP2 years Filed as: FARBER HASS HURLEY Service code 99 · EIN 20-4207759 | Other Fees | $32,073 |
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 | $173,815 | $102,389+69.8% | $100,540+72.9% | $90,274+92.5% |
| Participation rate | 98.0% | 84.0%+14.0pp | 79.4%+18.6pp | 73.4%+24.7pp |
| Annual return | 15.58% | 22.50%-6.9pp | 30.90%-15.3pp | 53.97%-38.4pp |
| Employer contribution / active EE | $7,514 | $3,056+145.9% | $3,419+119.8% | $2,523+197.8% |
| Participant deferral / active EE | $7,515 | $7,5140% | $6,272+19.8% | $4,231+77.6% |
| Admin fee / account holder | $30 | $83-64.0% | $8,082-99.6% | $114-73.7% |