| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $363,233 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING, INC Service code 16 · EIN 36-3109431 | Consulting | $213,955 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $170,918 |
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 | $181,864 | $101,523+79.1% | $141,200+28.8% | $77,775+133.8% |
| Participation rate | 97.3% | 77.4%+19.9pp | 82.5%+14.8pp | 73.2%+24.1pp |
| Annual return | 22.49% | 56.22%-33.7pp | 71.41%-48.9pp | 32.58%-10.1pp |
| Employer contribution / active EE | $5,917 | $3,341+77.1% | $4,736+24.9% | $2,504+136.3% |
| Participant deferral / active EE | $9,486 | $6,434+47.4% | $6,710+41.4% | $3,966+139.2% |
| Admin fee / account holder | $122 | $92+33.8% | $10,265-98.8% | $100+22.4% |