Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $961,065 |
JACOBS & COMPANY2+ years Filed as: JACOBS ENGINEERING GROUP Service code 35 · EIN 95-4081636 | Employee (plan sponsor) | $66,012 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $56,000 |
ANGELES INVESTMENT ADVISORS, LLC2+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 · EIN 95-4839031 | Advisory (Plan) | $37,012 |
Service code 29 · EIN 52-1229560 | Legal | $27,117 |
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 | $140,301 | $3,611,051-96.1% | $123,894+13.2% | $329,111-57.4% |
| Participation rate | 71.1% | 60.7%+10.4pp | 81.4%-10.3pp | 67.9%+3.3pp |
| Annual return | 9.22% | 14.13%-4.9pp | 47.52%-38.3pp | 16.35%-7.1pp |
| Employer contribution / active EE | $2,413 | $1,947+23.9% | $4,617-47.7% | $2,303+4.8% |
| Participant deferral / active EE | $7,534 | $4,426+70.2% | $5,984+25.9% | $3,682+104.6% |
| Admin fee / account holder | $74 | $9,731-99.2% | $8,357-99.1% | $754-90.2% |