Filed August 25, 2022 (most recent of 9 filings on file)
Total covered: 115 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,395 |
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 | $69,309 | $75,760-8.5% | $123,105-43.7% | $59,188+17.1% |
| Participation rate | 98.1% | 86.0%+12.0pp | 86.8%+11.3pp | 69.4%+28.7pp |
| Annual return | 2.64% | 2.93%-0.3pp | 13.22%-10.6pp | 5.51%-2.9pp |
| Employer contribution / active EE | $1,840 | $3,415-46.1% | $5,151-64.3% | $2,098-12.3% |
| Participant deferral / active EE | $3,596 | $5,000-28.1% | $6,229-42.3% | $3,265+10.1% |
| Admin fee / account holder | $0 | $61-99.6% | $9,014-100.0% | $92-99.7% |