Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,460,252 |
Service code 29 · EIN 52-1229560 | Legal | $156,448 |
JACOBS & COMPANY2 years Filed as: JACOBS Service code 35 · EIN 95-4081636 | Employee (plan sponsor) | $88,115 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $58,954 |
Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $52,917 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $40,090 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $31,000 |
Filed as: FIDELITY INV INSTL OPS CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $27,379 |
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 | $158,304 | $81,961+93.1% | $141,200+12.1% | $89,609+76.7% |
| Participation rate | 97.0% | 64.9%+32.1pp | 82.5%+14.5pp | 69.6%+27.4pp |
| Annual return | 16.92% | 36.14%-19.2pp | 71.41%-54.5pp | 33.65%-16.7pp |
| Employer contribution / active EE | $3,065 | $2,268+35.2% | $4,736-35.3% | $2,584+18.6% |
| Participant deferral / active EE | $9,721 | $5,316+82.9% | $6,710+44.9% | $4,222+130.2% |
| Admin fee / account holder | $60 | $68-12.0% | $10,265-99.4% | $72-16.4% |