| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST LOUIS, MO 63105 | Contract Administrator | $1,514,395 |
MCKINSEY & COMPANY INC.1+ years Filed as: MCKINSEY & COMPANY, INC. Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $460,811 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 088302725 | Accounting | $157,047 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MI 554855159 | Bank Trustee | $76,060 |
BLUE ROCKET ASSOCIATES1+ years Service code 99 · EIN 27-2574202 118 ROWLAND AVENUE · CLIFTON, NJ 07012 | Other Fees | $42,525 |
FOLEY/MYERS COMMUNICATIONS INC.1+ years Filed as: FOLEY/MYERS COMMUNICATIONS, INC. Service code 38 · EIN 56-2338129 22 FISHKILL ROAD · COLD SPRING, NY 10516 | Participant Communication | $39,911 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1974695 1065 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Accounting | $19,272 |
HOGAN LOVELLS US LLP1+ years Filed as: HOGAN LOVELLS INTERNATIONAL LLP Service code 29 | Legal | $18,738 |
HEWITT ASSOCIATES LLC1+ years Service code 38 · EIN 36-2235791 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Participant Communication | $14,721 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $11,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,193 | $79,558+162.9% | $115,038+81.8% | $67,505+209.9% |
| Participation rate | 99.3% | 74.3%+25.0pp | 81.4%+17.9pp | 71.2%+28.1pp |
| Annual return | 2.63% | 4.65%-2.0pp | 26.14%-23.5pp | 6.52%-3.9pp |
| Employer contribution / active EE | $7,338 | $2,529+190.1% | $4,608+59.2% | $2,173+237.7% |
| Participant deferral / active EE | $7,681 | $5,510+39.4% | $6,026+27.5% | $3,597+113.6% |
| Admin fee / account holder | $113 | $60+89.0% | $8,175-98.6% | $56+101.3% |