Filed September 25, 2024
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $927,602 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS, PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $107,978 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $55,600 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $34,188 |
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 | $87,377 | $83,812+4.3% | $123,553-29.3% | $68,904+26.8% |
| Participation rate | 95.5% | 77.0%+18.5pp | 82.3%+13.2pp | 74.1%+21.4pp |
| Annual return | -1.11% | 0.60%-1.7pp | 119.21%-120.3pp | 1.07%-2.2pp |
| Employer contribution / active EE | $2,978 | $2,924+1.8% | $4,628-35.7% | $2,540+17.2% |
| Participant deferral / active EE | $7,294 | $5,609+30.0% | $6,426+13.5% | $4,015+81.7% |
| Admin fee / account holder | $88 | $65+35.8% | $9,284-99.1% | $71+23.6% |