Filed September 25, 2024
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $781,918 |
IVINS, PHILLIPS & BARKER2 years Filed as: IVINS, PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $108,665 |
JACOBS & COMPANY1 year Filed as: JACOBS Service code 35 · EIN 95-4081636 | Employee (plan sponsor) | $66,515 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $22,738 |
Service code 35 · EIN 81-4017137 | Employee (plan sponsor) | $16,821 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $12,500 |
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 | $98,450 | $95,048+3.6% | $141,200-30.3% | $82,204+19.8% |
| Participation rate | 87.9% | 73.7%+14.1pp | 82.5%+5.4pp | 73.4%+14.5pp |
| Annual return | 23.22% | 26.89%-3.7pp | 71.41%-48.2pp | 26.31%-3.1pp |
| Employer contribution / active EE | $2,999 | $2,921+2.7% | $4,736-36.7% | $2,707+10.8% |
| Participant deferral / active EE | $7,375 | $5,907+24.8% | $6,710+9.9% | $4,246+73.7% |
| Admin fee / account holder | $73 | $78-6.4% | $10,265-99.3% | $76-3.8% |