Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,379,000 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $64,000 |
RR DONNELLEY2 years Filed as: RR DONNELLEY & SONS COMPANY Service code 38 · EIN 36-1004130 | Participant Communication | $33,000 |
Service code 10 · EIN 31-0800053 | Accounting | $22,000 |
ANHEUSER-BUSCH COMPANIES, LLC4+ years Service code 35 · EIN 43-1162835 | Employee (plan sponsor) | $16,000 |
MATRIX TRUST COMPANY2 years Filed as: BROADRIDGE ICS Service code 15 · EIN 22-3844417 | Recordkeeping | $15,000 |
WITHUMSMITH+BROWN, PC4+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,256 | $73,367+108.9% | $68,612+123.4% | $73,367+108.9% |
| Participation rate | 98.9% | 69.5%+29.4pp | 72.2%+26.6pp | 69.5%+29.4pp |
| Annual return | -6.96% | 173.45%-180.4pp | -4.63%-2.3pp | 173.45%-180.4pp |
| Employer contribution / active EE | $4,071 | $2,499+62.9% | $2,625+55.1% | $2,499+62.9% |
| Participant deferral / active EE | $7,152 | $4,033+77.3% | $3,311+116.0% | $4,033+77.3% |
| Admin fee / account holder | $78 | $68+14.3% | $5,131-98.5% | $68+14.3% |