Filed August 25, 2022 (most recent of 9 filings on file)
Total covered: 115 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,792 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,908 | $89,274-18.3% | $149,718-51.3% | $77,958-6.5% |
| Participation rate | 98.8% | 87.6%+11.2pp | 87.1%+11.7pp | 71.6%+27.1pp |
| Annual return | 9.28% | 20.36%-11.1pp | 1501.63%-1492.3pp | 20.87%-11.6pp |
| Employer contribution / active EE | $1,954 | $3,727-47.6% | $5,445-64.1% | $2,310-15.4% |
| Participant deferral / active EE | $4,027 | $5,382-25.2% | $6,569-38.7% | $3,537+13.9% |
| Admin fee / account holder | $13 | $240-94.6% | $11,283-99.9% | $97-86.8% |