| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $797,733 |
Filed as: BATTELLE ENERGY ALLIANCE LLC Service code 10 · EIN 31-4379427 | Accounting | $132,945 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $60,137 |
KILPATRICK TOWNSEND2 years Service code 29 · EIN 58-0511774 | Legal | $59,606 |
FLUOR IDAHO, LLC2 years Service code 10 · EIN 45-2724914 | Accounting | $39,822 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,958 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $217,779 | $95,048+129.1% | $141,200+54.2% | $82,204+164.9% |
| Participation rate | 98.7% | 73.7%+25.0pp | 82.5%+16.3pp | 73.4%+25.3pp |
| Annual return | 2.42% | 26.89%-24.5pp | 71.41%-69.0pp | 26.31%-23.9pp |
| Employer contribution / active EE | $6,725 | $2,921+130.2% | $4,736+42.0% | $2,707+148.4% |
| Participant deferral / active EE | $9,840 | $5,907+66.6% | $6,710+46.6% | $4,246+131.8% |
| Admin fee / account holder | $153 | $78+97.3% | $10,265-98.5% | $76+102.7% |