Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $316,116 |
SPENCER FANE LLP3 years Service code 29 · EIN 44-0561981 | Legal | $5,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,472 | $100,911+68.9% | $90,440+88.5% | $158,966+7.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 4.06% | 1726.62%-1722.6pp | 1294.38%-1290.3pp | 302.95%-298.9pp |
| Employer contribution / active EE | $15,218,959 | $3,690+412315.2% | $3,263+466315.6% | $4,762+319460.2% |
| Participant deferral / active EE | $1,485,638 | $4,348+34064.8% | $3,964+37382.3% | $5,983+24730.6% |
| Admin fee / account holder | $233 | $6,507-96.4% | $5,615-95.8% | $11,250-97.9% |