Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $186,281 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,235 | $54,281+34.9% | $60,547+21.0% | $59,188+23.7% |
| Participation rate | 98.2% | 66.8%+31.4pp | 68.0%+30.3pp | 69.4%+28.8pp |
| Annual return | 7.46% | 1.74%+5.7pp | 335.64%-328.2pp | 5.51%+2.0pp |
| Employer contribution / active EE | $1,550 | $2,031-23.7% | $2,419-35.9% | $2,098-26.1% |
| Participant deferral / active EE | $3,497 | $2,789+25.4% | $3,328+5.1% | $3,265+7.1% |
| Admin fee / account holder | $30 | $64-53.8% | $4,536-99.3% | $92-67.7% |