Filed January 6, 2023 (most recent of 7 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,649 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,108 | $122,042+119.7% | $184,243+45.5% | $74,429+260.2% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 15.10% | 19.91%-4.8pp | 28.82%-13.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $8,074 | $4,538+77.9% | $6,427+25.6% | $2,625+207.6% |
| Participant deferral / active EE | $5,312 | $7,143-25.6% | $9,132-41.8% | $4,348+22.2% |
| Admin fee / account holder | $108 | $1,252-91.3% | $13,914-99.2% | $1,944-94.4% |