Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $246,593 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $15,000 |
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162 | Legal | $14,163 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,249 | $100,921-3.6% | $82,312+18.1% | $177,276-45.1% |
| Participation rate | 75.7% | 86.9%-11.2pp | 76.9%-1.2pp | 74.8%+0.9pp |
| Annual return | 3.71% | 20.33%-16.6pp | 25.88%-22.2pp | 21.25%-17.5pp |
| Employer contribution / active EE | $5,364 | $3,145+70.5% | $2,428+120.9% | $2,479+116.4% |
| Participant deferral / active EE | $0 | $5,192-100.0% | $3,706-100.0% | $3,881-100.0% |
| Admin fee / account holder | $36 | $64-44.4% | $5,608-99.4% | $154-76.9% |