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 | $122,239+119.3% | $184,200+45.6% | $74,546+259.7% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 15.10% | 19.95%-4.8pp | 28.80%-13.7pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $8,074 | $4,537+78.0% | $6,424+25.7% | $2,624+207.7% |
| Participant deferral / active EE | $5,312 | $7,139-25.6% | $9,132-41.8% | $4,347+22.2% |
| Admin fee / account holder | $108 | $1,260-91.4% | $13,907-99.2% | $1,944-94.4% |