Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $785,066 |
JACOBS & COMPANY3+ years Filed as: JACOBS ENGINEERING GROUP Service code 35 · EIN 95-4081636 | Employee (plan sponsor) | $62,607 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $54,584 |
Service code 29 · EIN 52-1229560 | Legal | $37,480 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 18 · EIN 53-0181291 | Custodial (other than securities) | $18,056 |
KES MAIL INC1 year Service code 72 · EIN 74-3075854 | Other investment fees and expenses | $10,364 |
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 | $162,636 | $100,589+61.7% | $136,298+19.3% | $177,276-8.3% |
| Participation rate | 96.2% | 77.4%+18.8pp | 81.9%+14.3pp | 74.8%+21.4pp |
| Annual return | 14.49% | 39.18%-24.7pp | 5156.27%-5141.8pp | 21.25%-6.8pp |
| Employer contribution / active EE | $2,840 | $3,259-12.9% | $4,696-39.5% | $2,479+14.6% |
| Participant deferral / active EE | $10,550 | $5,830+81.0% | $6,247+68.9% | $3,881+171.9% |
| Admin fee / account holder | $65 | $55+19.1% | $9,244-99.3% | $154-57.7% |