Filed December 15, 2022
Total covered: 382 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $863,608 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $164,545 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 11 · EIN 39-0859910 | Actuarial | $41,040 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 11 · EIN 33-0818667 | Actuarial | $40,000 |
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 | $50,867 | $103,514-50.9% | $65,328-22.1% | $103,514-50.9% |
| Participation rate | 81.6% | 73.3%+8.3pp | 64.9%+16.6pp | 73.3%+8.3pp |
| Annual return | 39.58% | 33.12%+6.5pp | 47.39%-7.8pp | 33.12%+6.5pp |
| Employer contribution / active EE | $1,972 | $3,210-38.6% | $1,692+16.6% | $3,210-38.6% |
| Participant deferral / active EE | $3,949 | $5,209-24.2% | $2,832+39.4% | $5,209-24.2% |
| Admin fee / account holder | $120 | $114+5.1% | $4,116-97.1% | $114+5.1% |