Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| 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 | $86,649+35.0% | $70,589+65.7% | $103,657+12.8% |
| Participation rate | 99.5% | 72.0%+27.5pp | 68.4%+31.1pp | 73.4%+26.1pp |
| Annual return | 18.29% | 25.21%-6.9pp | 32.80%-14.5pp | 33.13%-14.8pp |
| Employer contribution / active EE | $2,932 | $3,068-4.4% | $2,977-1.5% | $3,216-8.8% |
| Participant deferral / active EE | $4,806 | $4,866-1.2% | $4,569+5.2% | $5,218-7.9% |
| Admin fee / account holder | $78 | $89-11.9% | $6,430-98.8% | $114-31.5% |