Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $246,740 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $56,088 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,188 | $117,238-14.5% | $87,102+15.0% | $82,204+21.9% |
| Participation rate | 80.1% | 87.2%-7.2pp | 76.9%+3.2pp | 73.4%+6.7pp |
| Annual return | 2.55% | 25.80%-23.3pp | 28.19%-25.6pp | 26.31%-23.8pp |
| Employer contribution / active EE | $6,198 | $3,535+75.3% | $2,521+145.8% | $2,707+129.0% |
| Participant deferral / active EE | $0 | $5,976-100.0% | $4,048-100.0% | $4,246-100.0% |
| Admin fee / account holder | $36 | $81-56.1% | $7,493-99.5% | $76-52.8% |