| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $689,822 |
Filed as: BATELLE ENERGY ALLIANCE LLC Service code 10 · EIN 31-4379427 | Accounting | $161,148 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $79,208 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $60,000 |
FLUOR IDAHO, LLC1 year Service code 23 · EIN 45-2724914 | Insurance services | $57,592 |
RUDD & COMPANY PLLC3+ years Filed as: RUDD AND COMPANY Service code 10 · EIN 82-0467399 | Accounting | $17,546 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
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 | $226,309 | $88,874+154.6% | $123,553+83.2% | $75,289+200.6% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.3%+16.3pp | 72.4%+26.2pp |
| Annual return | 10.49% | 4.22%+6.3pp | 119.21%-108.7pp | -0.04%+10.5pp |
| Employer contribution / active EE | $6,473 | $3,256+98.8% | $4,628+39.9% | $2,405+169.1% |
| Participant deferral / active EE | $9,748 | $6,174+57.9% | $6,426+51.7% | $3,739+160.7% |
| Admin fee / account holder | $152 | $95+60.6% | $9,284-98.4% | $102+48.4% |