Filed May 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $3,870 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,324 | $52,467+102.7% | $57,179+85.9% | $55,167+92.7% |
| Participation rate | 77.6% | 75.8%+1.8pp | 75.3%+2.3pp | 69.0%+8.6pp |
| Annual return | 7.04% | 7.72%-0.7pp | 14.59%-7.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $5,823 | $2,477+135.0% | $2,682+117.1% | $1,963+196.7% |
| Participant deferral / active EE | $4,785 | $2,830+69.1% | $3,096+54.6% | $3,054+56.7% |
| Admin fee / account holder | $16 | $269-93.9% | $3,139-99.5% | $504-96.7% |