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) | $259,413 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $175,020 |
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 | $132,060 | $63,321+108.6% | $68,815+91.9% | $77,906+69.5% |
| Participation rate | 97.1% | 71.1%+26.0pp | 69.0%+28.1pp | 73.7%+23.4pp |
| Annual return | -16.47% | -6.50%-10.0pp | -6.37%-10.1pp | 12.16%-28.6pp |
| Employer contribution / active EE | $5,835 | $2,794+108.9% | $2,656+119.7% | $2,846+105.0% |
| Participant deferral / active EE | $9,301 | $4,029+130.8% | $3,943+135.9% | $4,805+93.6% |
| Admin fee / account holder | $100 | $104-4.4% | $4,936-98.0% | $133-24.8% |