Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $419,454 |
KPMG LLP1+ years Service code 99 · EIN 13-5565207 | Other Fees | $15,000 |
BRYAN CAVE LLP1+ years Service code 29 · EIN 43-0602162 | Legal | $13,613 |
DAVIS POLK & WARDWELL LLP1+ years Service code 29 · EIN 13-5023295 | Legal | $9,355 |
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 | $83,317 | $88,581-5.9% | $74,184+12.3% | $65,292+27.6% |
| Participation rate | 76.6% | 86.2%-9.6pp | 76.6%0pp | 72.4%+4.2pp |
| Annual return | 10.03% | 11.72%-1.7pp | 17.74%-7.7pp | 11.84%-1.8pp |
| Employer contribution / active EE | $4,629 | $3,021+53.3% | $2,370+95.3% | $2,302+101.1% |
| Participant deferral / active EE | $0 | $4,898-100.0% | $3,550-100.0% | $3,579-100.0% |
| Admin fee / account holder | $54 | $60-10.4% | $5,586-99.0% | $57-6.6% |