| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $989,057 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427 | Accounting | $156,039 |
FLUOR IDAHO, LLC3 years Service code 10 · EIN 45-2724914 | Accounting | $66,065 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $60,040 |
KILPATRICK TOWNSEND3 years Service code 29 · EIN 58-0511774 | Legal | $53,410 |
WIPFLI LLP1 year Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $11,931 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,747 | $108,759+114.0% | $149,751+55.4% | $93,223+149.7% |
| Participation rate | 98.4% | 70.7%+27.7pp | 82.5%+15.9pp | 74.9%+23.5pp |
| Annual return | 12.08% | 19.53%-7.5pp | 276.71%-264.6pp | 19.29%-7.2pp |
| Employer contribution / active EE | $7,148 | $2,777+157.4% | $4,646+53.9% | $2,680+166.8% |
| Participant deferral / active EE | $10,339 | $6,149+68.1% | $6,843+51.1% | $4,563+126.6% |
| Admin fee / account holder | $222 | $81+174.6% | $9,312-97.6% | $79+180.0% |