Filed September 25, 2024
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $515,869 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $33,600 |
ANGELES INVESTMENT ADVISORS, LLC2+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 · EIN 95-4839031 | Advisory (Plan) | $21,032 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS, PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $16,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,745 | $86,372+10.9% | $123,894-22.7% | $65,292+46.6% |
| Participation rate | 69.0% | 76.9%-8.0pp | 81.4%-12.5pp | 72.4%-3.5pp |
| Annual return | 11.55% | 11.27%+0.3pp | 47.52%-36.0pp | 11.84%-0.3pp |
| Employer contribution / active EE | $2,346 | $2,838-17.3% | $4,617-49.2% | $2,302+1.9% |
| Participant deferral / active EE | $5,700 | $5,625+1.3% | $5,984-4.7% | $3,579+59.3% |
| Admin fee / account holder | $61 | $53+15.5% | $8,357-99.3% | $57+6.4% |