Filed January 14, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,104 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $24,288 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $9,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,810 | $58,969-35.9% | $129,406-70.8% | $77,762-51.4% |
| Participation rate | 57.5% | 59.5%-2.0pp | 69.6%-12.1pp | 70.6%-13.1pp |
| Annual return | 12.30% | 24.78%-12.5pp | 9468.18%-9455.9pp | 31.27%-19.0pp |
| Employer contribution / active EE | $1,430 | $1,959-27.0% | $4,155-65.6% | $2,728-47.6% |
| Participant deferral / active EE | $2,767 | $3,224-14.2% | $4,167-33.6% | $4,651-40.5% |
| Admin fee / account holder | $222 | $593-62.5% | $7,689-97.1% | $433-48.7% |