Filed March 17, 2022
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,006 |
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).
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 | $6,098 | $40,174-84.8% | $84,020-92.7% | $67,579-91.0% |
| Participation rate | 71.2% | 62.7%+8.5pp | 69.0%+2.2pp | 71.3%-0.1pp |
| Annual return | 55.15% | 25.82%+29.3pp | 71.31%-16.2pp | 378.56%-323.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,860 | $2,301+67.8% | $3,239+19.2% | $3,539+9.1% |
| Admin fee / account holder | $5 | $128-96.0% | $6,101-99.9% | $142-96.4% |