Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $332,079 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $260,099 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,858 |
Service code 37 · EIN 04-2647786 | Loan Processing | $365 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,936 | $85,257+37.2% | $70,544+65.8% | $103,590+12.9% |
| Participation rate | 99.5% | 71.0%+28.5pp | 68.4%+31.1pp | 73.3%+26.2pp |
| Annual return | 18.29% | 25.37%-7.1pp | 32.79%-14.5pp | 33.13%-14.8pp |
| Employer contribution / active EE | $2,932 | $3,007-2.5% | $2,976-1.5% | $3,213-8.7% |
| Participant deferral / active EE | $4,806 | $4,773+0.7% | $4,568+5.2% | $5,214-7.8% |
| Admin fee / account holder | $78 | $89-11.7% | $6,427-98.8% | $114-31.5% |