Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $377,260 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $37,529 |
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.
Annual investment return 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 | $40,831 | $117,238-65.2% | $87,102-53.1% | $82,204-50.3% |
| Participation rate | 84.7% | 87.2%-2.5pp | 76.9%+7.9pp | 73.4%+11.3pp |
| Annual return | 0.69% | 25.80%-25.1pp | 28.19%-27.5pp | 26.31%-25.6pp |
| Employer contribution / active EE | $1,176 | $3,535-66.7% | $2,521-53.4% | $2,707-56.6% |
| Participant deferral / active EE | $2,483 | $5,976-58.4% | $4,048-38.7% | $4,246-41.5% |
| Admin fee / account holder | $33 | $81-59.4% | $7,493-99.6% | $76-56.3% |