| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $424,689 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING INC. Service code 16 · EIN 36-3109431 | Consulting | $155,059 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $97,649 |
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 | $212,139 | $127,481+66.4% | $149,751+41.7% | $90,274+135.0% |
| Participation rate | 97.2% | 78.2%+19.0pp | 82.5%+14.7pp | 73.4%+23.9pp |
| Annual return | 20.06% | 57.78%-37.7pp | 276.71%-256.6pp | 53.97%-33.9pp |
| Employer contribution / active EE | $6,216 | $3,448+80.3% | $4,646+33.8% | $2,523+146.3% |
| Participant deferral / active EE | $10,067 | $6,975+44.3% | $6,843+47.1% | $4,231+138.0% |
| Admin fee / account holder | $111 | $152-27.1% | $9,312-98.8% | $114-3.1% |