Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,725,449 |
SWIFT PRINT COMMUNICATIONS3 years Service code 38 · EIN 43-1798859 | Participant Communication | $11,130 |
US POSTAL SERVICE1 year Filed as: UNITED STATES POSTAL SERVICES Service code 38 · EIN 41-0760000 | Participant Communication | $8,903 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,864 | $46,969-23.6% | $154,110-76.7% | $73,367-51.1% |
| Participation rate | 98.0% | 72.4%+25.6pp | 83.0%+15.0pp | 69.5%+28.6pp |
| Annual return | -3.67% | 821.68%-825.3pp | 735.22%-738.9pp | 173.45%-177.1pp |
| Employer contribution / active EE | $898 | $1,723-47.9% | $5,298-83.1% | $2,499-64.1% |
| Participant deferral / active EE | $3,515 | $3,162+11.2% | $5,081-30.8% | $4,033-12.8% |
| Admin fee / account holder | $49 | $47+5.1% | $13,412-99.6% | $68-28.4% |