Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE1 year Filed as: SOUND CONSULTING SERVICES Service code 27 · EIN 71-1004774 | Advisory (Plan) | $18,877 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,895 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,312 | $91,424-17.6% | $135,942-44.6% | $71,495+5.3% |
| Participation rate | 98.3% | 75.7%+22.7pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 18.54% | 29.90%-11.4pp | 68.28%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $5,294 | $3,704+42.9% | $4,858+9.0% | $2,589+104.4% |
| Participant deferral / active EE | $4,740 | $7,092-33.2% | $7,759-38.9% | $4,291+10.5% |
| Admin fee / account holder | $88 | $1,266-93.0% | $10,764-99.2% | $1,588-94.4% |