Filed November 9, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $71,362 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,630 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,083 | $73,367-34.5% | $121,220-60.3% | $73,367-34.5% |
| Participation rate | 20.1% | 69.5%-49.4pp | 71.8%-51.7pp | 69.5%-49.4pp |
| Annual return | 116.56% | 173.45%-56.9pp | 16.94%+99.6pp | 173.45%-56.9pp |
| Employer contribution / active EE | $124 | $2,499-95.0% | $4,023-96.9% | $2,499-95.0% |
| Participant deferral / active EE | $428 | $4,033-89.4% | $3,345-87.2% | $4,033-89.4% |
| Admin fee / account holder | $33 | $68-51.2% | $5,021-99.3% | $68-51.2% |