Filed March 5, 2020
Total covered: 45 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $369,177 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,789 | $105,190+16.7% | $98,907+24.1% | $90,288+36.0% |
| Participation rate | 98.0% | 86.4%+11.7pp | 76.0%+22.0pp | 73.4%+24.7pp |
| Annual return | 14.75% | 18.52%-3.8pp | 196.43%-181.7pp | 53.97%-39.2pp |
| Employer contribution / active EE | $5,778 | $3,831+50.8% | $2,689+114.9% | $2,524+128.9% |
| Participant deferral / active EE | $8,753 | $5,616+55.9% | $4,244+106.2% | $4,232+106.8% |
| Admin fee / account holder | $101 | $97+3.3% | $6,642-98.5% | $114-11.8% |