Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,012,000 |
ANHEUSER-BUSCH COMPANIES, LLC3+ years Service code 35 · EIN 43-1162835 | Employee (plan sponsor) | $67,000 |
RR DONNELLEY1 year Filed as: RR DONNELLEY & SONS COMPANY Service code 38 · EIN 36-1004130 | Participant Communication | $32,000 |
Service code 10 · EIN 31-0800053 | Accounting | $22,000 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE ICS Service code 15 · EIN 22-3844417 | Recordkeeping | $16,000 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $6,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $6,000 |
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 | $174,988 | $80,976+116.1% | $75,501+131.8% | $80,976+116.1% |
| Participation rate | 99.0% | 68.3%+30.8pp | 72.4%+26.7pp | 68.3%+30.8pp |
| Annual return | 14.71% | 22.91%-8.2pp | 27.35%-12.6pp | 22.91%-8.2pp |
| Employer contribution / active EE | $3,826 | $2,402+59.3% | $2,352+62.7% | $2,402+59.3% |
| Participant deferral / active EE | $6,623 | $3,848+72.1% | $3,142+110.8% | $3,848+72.1% |
| Admin fee / account holder | $57 | $67-15.3% | $5,801-99.0% | $67-15.3% |