| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,210,520 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427 | Accounting | $171,381 |
FLUOR IDAHO, LLC4 years Service code 10 · EIN 45-2724914 | Accounting | $45,398 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $45,090 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $39,074 |
KILPATRICK TOWNSEND4 years Service code 29 · EIN 58-0511774 | Legal | $30,137 |
WIPFLI LLP2 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $11,928 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,757 | $114,842+129.7% | $159,495+65.4% | $101,555+159.7% |
| Participation rate | 98.3% | 71.6%+26.6pp | 82.8%+15.4pp | 74.5%+23.7pp |
| Annual return | 19.33% | 22.90%-3.6pp | 263.72%-244.4pp | 21.00%-1.7pp |
| Employer contribution / active EE | $7,637 | $3,203+138.4% | $4,831+58.1% | $2,972+157.0% |
| Participant deferral / active EE | $10,999 | $6,336+73.6% | $7,354+49.6% | $4,874+125.7% |
| Admin fee / account holder | $198 | $80+145.8% | $10,804-98.2% | $139+41.6% |