Filed February 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,194 | $89,553-18.3% | $81,367-10.0% | $52,331+39.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 82.3%+17.7pp | 68.1%+31.9pp |
| Annual return | 4.69% | 4.41%+0.3pp | -0.92%+5.6pp | 4.54%+0.1pp |
| Employer contribution / active EE | $7,922 | $3,780+109.6% | $3,930+101.6% | $1,882+321.0% |
| Participant deferral / active EE | $7,085 | $5,359+32.2% | $5,383+31.6% | $3,022+134.4% |
| Admin fee / account holder | $2 | $1,914-99.9% | $8,926-100.0% | $592-99.7% |