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 | $122,063+119.6% | $184,256+45.5% | $74,478+260.0% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 15.10% | 19.92%-4.8pp | 28.85%-13.7pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $8,074 | $4,539+77.9% | $6,427+25.6% | $2,626+207.4% |
| Participant deferral / active EE | $5,312 | $7,144-25.6% | $9,133-41.8% | $4,350+22.1% |
| Admin fee / account holder | $108 | $1,253-91.3% | $13,899-99.2% | $1,946-94.4% |