Filed July 15, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,079 |
LPL FINANCIAL2 years 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 | $89,120 | $99,201-10.2% | $96,544-7.7% | $74,473+19.7% |
| Participation rate | 97.4% | 80.7%+16.7pp | 76.0%+21.4pp | 70.7%+26.7pp |
| Annual return | 14.83% | 22.40%-7.6pp | 25.88%-11.1pp | 34.36%-19.5pp |
| Employer contribution / active EE | $4,205 | $2,570+63.6% | $2,966+41.8% | $2,638+59.4% |
| Participant deferral / active EE | $3,832 | $4,938-22.4% | $4,851-21.0% | $4,530-15.4% |
| Admin fee / account holder | $140 | $225-37.8% | $8,254-98.3% | $347-59.7% |