Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,248 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,874 | $43,999+27.0% | $79,467-29.7% | $55,725+0.3% |
| Participation rate | 93.8% | 66.9%+26.8pp | 73.3%+20.4pp | 70.9%+22.9pp |
| Annual return | -5.41% | 1.81%-7.2pp | 718.30%-723.7pp | 244.93%-250.3pp |
| Employer contribution / active EE | $8 | $1,830-99.6% | $2,800-99.7% | $2,078-99.6% |
| Participant deferral / active EE | $7,466 | $2,538+194.2% | $3,704+101.6% | $3,356+122.5% |
| Admin fee / account holder | $5 | $118-95.5% | $5,104-99.9% | $115-95.4% |