Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,073,046 |
ANHEUSER-BUSCH COMPANIES, LLC2+ years Service code 35 · EIN 43-1162835 | Employee (plan sponsor) | $67,293 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $46,350 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $45,500 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE Service code 15 · EIN 22-3844417 | Recordkeeping | $16,135 |
CMGRP, IND1 year Service code 38 · EIN 22-2752668 | Participant Communication | $15,000 |
Filed as: BNY MELLON Service code 13 · EIN 13-5160382 | Contract Administrator | $11,148 |
WITHUMSMITH+BROWN, PC2+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $6,015 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,004 | $329,111-49.6% | $69,779+137.9% | $329,111-49.6% |
| Participation rate | 99.2% | 67.9%+31.4pp | 71.8%+27.4pp | 67.9%+31.4pp |
| Annual return | 6.00% | 16.35%-10.4pp | 12.99%-7.0pp | 16.35%-10.4pp |
| Employer contribution / active EE | $3,864 | $2,303+67.7% | $2,338+65.2% | $2,303+67.7% |
| Participant deferral / active EE | $5,963 | $3,682+61.9% | $2,931+103.5% | $3,682+61.9% |
| Admin fee / account holder | $67 | $754-91.1% | $4,381-98.5% | $754-91.1% |