Filed March 17, 2022
Total covered: 20 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,728 | $42,548-91.2% | $74,549-95.0% | $56,287-93.4% |
| Participation rate | 95.4% | 60.5%+34.9pp | 69.1%+26.2pp | 69.9%+25.5pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,041 | $2,277+77.5% | $3,108+30.0% | $3,350+20.6% |
| Admin fee / account holder | $0 | $467-99.9% | $5,059-100.0% | $521-99.9% |