Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,358,459 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $157,200 |
Service code 29 · EIN 52-1229560 | Legal | $91,345 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $38,816 |
JACOBS & COMPANY1 year Filed as: JACOBS Service code 35 · EIN 95-4081636 | Employee (plan sponsor) | $20,878 |
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 | $152,822 | $71,505+113.7% | $123,553+23.7% | $73,367+108.3% |
| Participation rate | 91.4% | 64.9%+26.5pp | 82.3%+9.1pp | 69.5%+21.9pp |
| Annual return | 90.47% | 6.94%+83.5pp | 119.21%-28.7pp | 173.45%-83.0pp |
| Employer contribution / active EE | $1,068 | $2,011-46.9% | $4,628-76.9% | $2,499-57.3% |
| Participant deferral / active EE | $3,724 | $4,928-24.4% | $6,426-42.0% | $4,033-7.6% |
| Admin fee / account holder | $57 | $66-13.3% | $9,284-99.4% | $68-16.4% |