| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $453,040 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427 | Accounting | $263,983 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $88,660 |
LITTLER MENDELSON, P.C.4 years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $76,059 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $61,207 |
Service code 23 · EIN 85-1336969 | Insurance services | $35,372 |
WIPFLI LLP5 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $17,872 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,717 | $120,321+117.5% | $147,117+77.9% | $99,313+163.5% |
| Participation rate | 98.3% | 73.4%+25.0pp | 82.2%+16.1pp | 71.7%+26.6pp |
| Annual return | 23.28% | 28.95%-5.7pp | 420.54%-397.3pp | 17.67%+5.6pp |
| Employer contribution / active EE | $9,460 | $4,158+127.5% | $4,932+91.8% | $3,264+189.8% |
| Participant deferral / active EE | $12,497 | $8,044+55.4% | $8,065+55.0% | $5,346+133.8% |
| Admin fee / account holder | $110 | $150-27.1% | $12,993-99.2% | $109+0.5% |