Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,150 |
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 | $48,413 | $37,039+30.7% | $147,618-67.2% | $59,188-18.2% |
| Participation rate | 88.6% | 63.8%+24.8pp | 84.6%+4.0pp | 69.4%+19.2pp |
| Annual return | -0.35% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.9pp |
| Employer contribution / active EE | $602 | $1,353-55.5% | $5,564-89.2% | $2,098-71.3% |
| Participant deferral / active EE | $4,165 | $2,094+98.9% | $4,895-14.9% | $3,265+27.6% |
| Admin fee / account holder | $2 | $60-97.3% | $11,612-100.0% | $92-98.2% |