Filed July 19, 2017 (most recent of 2 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $34,452 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,067 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,100 | $52,293-84.5% | $178,498-95.5% | $73,412-89.0% |
| Participation rate | 91.1% | 65.3%+25.8pp | 81.9%+9.2pp | 72.2%+18.9pp |
| Annual return | -1.06% | 34.75%-35.8pp | 151.09%-152.2pp | 59.30%-60.4pp |
| Employer contribution / active EE | $466 | $1,735-73.2% | $5,011-90.7% | $2,234-79.1% |
| Participant deferral / active EE | $1,673 | $2,332-28.2% | $5,202-67.8% | $3,806-56.0% |
| Admin fee / account holder | $77 | $127-39.2% | $13,985-99.4% | $158-50.9% |