Filed January 8, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,890 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,260 | $64,138+84.4% | $112,258+5.3% | $66,930+76.7% |
| Participation rate | 96.9% | 68.5%+28.5pp | 75.1%+21.8pp | 69.8%+27.1pp |
| Annual return | -15.91% | -13.81%-2.1pp | 27.47%-43.4pp | 1.57%-17.5pp |
| Employer contribution / active EE | $145 | $3,006-95.2% | $3,636-96.0% | $2,545-94.3% |
| Participant deferral / active EE | $8,972 | $3,694+142.9% | $4,728+89.7% | $4,238+111.7% |
| Admin fee / account holder | $9 | $625-98.6% | $6,411-99.9% | $593-98.5% |