Filed April 12, 2021
Total covered: 110 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,867 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,765 | $65,092+7.2% | $143,799-51.5% | $66,938+4.2% |
| Participation rate | 95.7% | 65.2%+30.5pp | 80.3%+15.4pp | 69.8%+25.9pp |
| Annual return | -17.61% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $24 | $2,362-99.0% | $4,952-99.5% | $2,545-99.1% |
| Participant deferral / active EE | $7,144 | $2,920+144.6% | $5,638+26.7% | $4,238+68.6% |
| Admin fee / account holder | $86 | $502-83.0% | $14,677-99.4% | $594-85.6% |