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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,372 | $136,307+68.3% | $177,840+29.0% | $73,493+212.1% |
| Participation rate | 93.8% | 86.1%+7.6pp | 87.7%+6.0pp | 70.7%+23.1pp |
| Annual return | 13.30% | 18.68%-5.4pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $5,694 | $3,712+53.4% | $5,919-3.8% | $2,270+150.8% |
| Participant deferral / active EE | $3,514 | $5,829-39.7% | $7,714-54.4% | $3,740-6.0% |
| Admin fee / account holder | $7 | $596-98.8% | $12,431-99.9% | $513-98.6% |