Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $37,812 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,110 |
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 | $23,144 | $36,916-37.3% | $156,551-85.2% | $57,658-59.9% |
| Participation rate | 94.6% | 63.4%+31.1pp | 84.0%+10.5pp | 70.2%+24.3pp |
| Annual return | 9.50% | 12.38%-2.9pp | 32.23%-22.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,877 | $1,571+19.5% | $5,501-65.9% | $1,974-4.9% |
| Participant deferral / active EE | $2,432 | $1,926+26.3% | $4,871-50.1% | $3,061-20.5% |
| Admin fee / account holder | $132 | $82+60.3% | $13,028-99.0% | $95+39.8% |