| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $450,100 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $164,371 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $21,013 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,703 | $95,388+72.7% | $125,401+31.3% | $77,906+111.4% |
| Participation rate | 97.2% | 78.6%+18.6pp | 82.4%+14.8pp | 73.7%+23.5pp |
| Annual return | -15.48% | 116.19%-131.7pp | 572.53%-588.0pp | 12.16%-27.6pp |
| Employer contribution / active EE | $6,319 | $3,666+72.4% | $4,816+31.2% | $2,846+122.0% |
| Participant deferral / active EE | $10,237 | $7,711+32.8% | $7,448+37.4% | $4,805+113.0% |
| Admin fee / account holder | $85 | $119-28.8% | $10,008-99.2% | $133-36.1% |