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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $461,826 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427 | Accounting | $298,281 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $148,502 |
LITTLER MENDELSON, P.C.5 years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $69,340 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $63,899 |
WIPFLI LLP6 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 41-2899048 | Accounting | $20,152 |
Service code 10 · EIN 85-1336969 | Accounting | $17,101 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,744 | $147,538+94.4% | $150,045+91.1% | $117,739+143.5% |
| Participation rate | 98.0% | 72.5%+25.5pp | 82.3%+15.7pp | 76.6%+21.4pp |
| Annual return | 13.07% | 16.95%-3.9pp | 62.55%-49.5pp | 17.29%-4.2pp |
| Employer contribution / active EE | $10,181 | $4,350+134.1% | $4,693+116.9% | $3,746+171.8% |
| Participant deferral / active EE | $13,565 | $8,925+52.0% | $7,997+69.6% | $6,128+121.4% |
| Admin fee / account holder | $119 | $125-5.0% | $13,435-99.1% | $112+6.3% |