| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST LOUIS, MO 63141 | Contract Administrator | $988,475 |
MCKINSEY & COMPANY INC.10+ years Filed as: MCKINSEY & COMPANY, INC. Service code 14 · EIN 13-1826332 711 THIRD AVENUE, 4TH FLOOR · NEW YORK, NY 10017 | Plan Administrator | $506,490 |
MEKETA INVESTMENT GROUP6 years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Pension Consulting | $187,367 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 240 GREENWICH STREET · NEW YORK, NY 10286 | Trustee (bank, trust company, or simi... | $124,827 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $83,800 |
XPS PENSION CONSULTING LTD3 years Service code 17 | Pension Consulting | $82,856 |
PROSKAUER ROSE LLP2 years Filed as: PROKAUER ROSE LLP Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $62,703 |
SC STONE CONSULTING5 years Service code 16 · EIN 84-3456753 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $38,627 |
MERCER3 years Service code 17 · EIN 13-2834414 | Pension Consulting | $20,749 |
JAMES A. REICHERT1 year Filed as: JAMES FARRELL Service code 20 175 GREENWICH STREET · NEW YORK, NY 10007 | Trustee (individual); Direct payment ... | $12,238 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $282,079 | $128,169+120.1% | $147,117+91.7% | $106,553+164.7% |
| Participation rate | 96.8% | 67.3%+29.5pp | 82.2%+14.6pp | 69.8%+27.0pp |
| Annual return | 10.75% | 17.88%-7.1pp | 420.54%-409.8pp | 17.37%-6.6pp |
| Employer contribution / active EE | $6,312 | $3,374+87.0% | $4,932+28.0% | $3,359+87.9% |
| Participant deferral / active EE | $17,533 | $7,665+128.8% | $8,065+117.4% | $5,562+215.2% |
| Admin fee / account holder | $55 | $88-38.0% | $12,993-99.6% | $80-31.5% |