Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $357,887 |
DAVIS POLK & WARDWELL LLP1+ years Filed as: DAVIS POLK & WARDWELL Service code 29 · EIN 13-5023295 | Legal | $28,066 |
BRYAN CAVE LLP1+ years Filed as: BRYAN CAVE Service code 29 · EIN 43-0602162 | Legal | $16,675 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,235 | $88,581-55.7% | $74,184-47.1% | $65,292-39.9% |
| Participation rate | 88.8% | 86.2%+2.6pp | 76.6%+12.2pp | 72.4%+16.4pp |
| Annual return | 13.30% | 11.72%+1.6pp | 17.74%-4.4pp | 11.84%+1.5pp |
| Employer contribution / active EE | $709 | $3,021-76.5% | $2,370-70.1% | $2,302-69.2% |
| Participant deferral / active EE | $2,182 | $4,898-55.5% | $3,550-38.5% | $3,579-39.0% |
| Admin fee / account holder | $36 | $60-39.7% | $5,586-99.4% | $57-37.2% |