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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,263 |
FARBER HASS HURLEY LLP3 years Filed as: FARBER HASS HURLEY Service code 99 · EIN 20-4207759 | Other Fees | $32,225 |
Filed as: SAGEVIEW ADVISORS Service code 16 · EIN 33-0818667 | Consulting | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,060 | $108,617+79.6% | $108,421+79.9% | $93,010+109.7% |
| Participation rate | 98.0% | 83.1%+14.8pp | 80.1%+17.8pp | 73.9%+24.1pp |
| Annual return | 16.29% | 21.63%-5.3pp | 905.61%-889.3pp | 158.70%-142.4pp |
| Employer contribution / active EE | $8,918 | $3,249+174.5% | $3,560+150.5% | $2,705+229.7% |
| Participant deferral / active EE | $8,288 | $7,885+5.1% | $6,564+26.3% | $4,561+81.7% |
| Admin fee / account holder | $28 | $94-69.7% | $7,298-99.6% | $152-81.3% |