Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $237,567 |
BRYAN CAVE LLP3+ years Service code 29 · EIN 43-0602162 | Legal | $76,964 |
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 | $102,721 | $96,261+6.7% | $76,768+33.8% | $68,904+49.1% |
| Participation rate | 76.7% | 87.0%-10.3pp | 77.0%-0.2pp | 74.1%+2.6pp |
| Annual return | 9.77% | -0.85%+10.6pp | 2.43%+7.3pp | 1.07%+8.7pp |
| Employer contribution / active EE | $6,150 | $3,303+86.2% | $2,485+147.4% | $2,540+142.1% |
| Participant deferral / active EE | $0 | $5,537-100.0% | $3,852-100.0% | $4,015-100.0% |
| Admin fee / account holder | $39 | $73-46.0% | $6,676-99.4% | $71-44.8% |