Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $592,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,467 | $62,111+18.3% | $71,671+2.5% | $177,276-58.6% |
| Participation rate | 97.9% | 69.4%+28.5pp | 68.7%+29.2pp | 74.8%+23.1pp |
| Annual return | 9.58% | 17.83%-8.2pp | 20.65%-11.1pp | 21.25%-11.7pp |
| Employer contribution / active EE | $1,783 | $2,059-13.4% | $2,460-27.5% | $2,479-28.1% |
| Participant deferral / active EE | $3,651 | $2,943+24.0% | $3,438+6.2% | $3,881-5.9% |
| Admin fee / account holder | $81 | $66+21.7% | $5,558-98.5% | $154-47.5% |