Filed March 17, 2022
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,395 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,058 | $64,286-90.6% | $90,970-93.3% | $73,412-91.7% |
| Participation rate | 74.8% | 63.6%+11.2pp | 69.0%+5.8pp | 72.2%+2.6pp |
| Annual return | 32.23% | 21.46%+10.8pp | 134.58%-102.3pp | 59.30%-27.1pp |
| Employer contribution / active EE | $182 | $895-79.7% | $2,122-91.4% | $2,234-91.9% |
| Participant deferral / active EE | $3,094 | $2,453+26.1% | $3,373-8.3% | $3,806-18.7% |
| Admin fee / account holder | $14 | $287-95.2% | $5,960-99.8% | $158-91.2% |