Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180,267 |
SPENCER FANE LLP2 years Service code 29 · EIN 44-0561981 | Legal | $29,696 |
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 | $176,219 | $54,237+224.9% | $90,304+95.1% | $67,579+160.8% |
| Participation rate | 99.0% | 68.6%+30.4pp | 73.3%+25.7pp | 71.3%+27.7pp |
| Annual return | 5.00% | 37.27%-32.3pp | 78.13%-73.1pp | 378.56%-373.6pp |
| Employer contribution / active EE | $13,548 | $1,846+634.0% | $2,855+374.6% | $2,148+530.8% |
| Participant deferral / active EE | $1,216 | $2,625-53.7% | $3,885-68.7% | $3,539-65.7% |
| Admin fee / account holder | $157 | $123+27.3% | $5,354-97.1% | $142+10.4% |