Filed July 15, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $84,413 |
LPL FINANCIAL1 year Service code 16 · EIN 04-3046611 | Consulting | $55,000 |
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 | $88,651 | $72,303+22.6% | $86,698+2.3% | $64,824+36.8% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.5pp | 71.5%+25.6pp |
| Annual return | -1.71% | 392.77%-394.5pp | 35.96%-37.7pp | 32.84%-34.6pp |
| Employer contribution / active EE | $2,482 | $2,393+3.7% | $2,837-12.5% | $2,507-1.0% |
| Participant deferral / active EE | $3,700 | $4,660-20.6% | $4,656-20.5% | $4,311-14.2% |
| Admin fee / account holder | $132 | $174-23.9% | $7,492-98.2% | $188-29.5% |