Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $267,554 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $174,317 |
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 | $178,051 | $78,339+127.3% | $85,708+107.7% | $93,010+91.4% |
| Participation rate | 97.1% | 72.5%+24.6pp | 69.9%+27.2pp | 73.9%+23.2pp |
| Annual return | 14.48% | 21.17%-6.7pp | 21.49%-7.0pp | 158.70%-144.2pp |
| Employer contribution / active EE | $5,865 | $2,560+129.1% | $2,618+124.0% | $2,705+116.8% |
| Participant deferral / active EE | $9,505 | $3,882+144.9% | $3,922+142.3% | $4,561+108.4% |
| Admin fee / account holder | $113 | $104+9.2% | $6,876-98.4% | $152-25.2% |