Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $315,959 |
BRYAN CAVE LLP3+ years Filed as: BRYAN CAVE Service code 29 · EIN 43-0602162 | Legal | $38,850 |
Participant 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 | $41,162 | $96,261-57.2% | $76,768-46.4% | $68,904-40.3% |
| Participation rate | 88.0% | 87.0%+1.0pp | 77.0%+11.0pp | 74.1%+13.8pp |
| Annual return | 23.79% | -0.85%+24.6pp | 2.43%+21.4pp | 1.07%+22.7pp |
| Employer contribution / active EE | $1,752 | $3,303-47.0% | $2,485-29.5% | $2,540-31.0% |
| Participant deferral / active EE | $2,046 | $5,537-63.0% | $3,852-46.9% | $4,015-49.0% |
| Admin fee / account holder | $29 | $73-60.3% | $6,676-99.6% | $71-59.5% |