Filed December 15, 2022
Total covered: 382 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,171,304 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $243,691 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 11 · EIN 39-0859910 | Actuarial | $50,220 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 11 · EIN 33-0818667 | Actuarial | $40,000 |
PINNACLE PROMOTIONS1 year Service code 38 · EIN 58-2225614 | Participant Communication | $6,065 |
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 | $54,409 | $99,187-45.1% | $69,460-21.7% | $99,187-45.1% |
| Participation rate | 86.7% | 71.7%+15.1pp | 66.4%+20.3pp | 71.7%+15.1pp |
| Annual return | 15.52% | 17.66%-2.1pp | 100.80%-85.3pp | 17.66%-2.1pp |
| Employer contribution / active EE | $2,229 | $3,262-31.7% | $1,714+30.0% | $3,262-31.7% |
| Participant deferral / active EE | $4,368 | $5,339-18.2% | $2,890+51.2% | $5,339-18.2% |
| Admin fee / account holder | $153 | $109+39.9% | $4,695-96.8% | $109+39.9% |