| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST LOUIS, MO 63105 | Contract Administrator | $1,168,805 |
MCKINSEY & COMPANY INC.2+ years Filed as: MCKINSEY & COMPANY, INC. Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $430,444 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 088302725 | Accounting | $188,119 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MI 554855159 | Bank Trustee | $79,279 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $77,297 |
FOLEY/MYERS COMMUNICATIONS INC.2+ years Filed as: FOLEY/MYERS COMMUNICATIONS, INC. Service code 38 · EIN 56-2338129 22 FISHKILL ROAD · COLD SPRING, NY 10516 | Participant Communication | $39,560 |
BLUE ROCKET ASSOCIATES2+ years Service code 50 · EIN 27-2574202 118 ROWLAND AVENUE · CLIFTON, NJ 07012 | Direct Payment | $20,868 |
MERCER1 year Filed as: MERCER CONSULTING Service code 16 ONE UNIVERSITY SQUARE, SUITE 100 · PRINCETON, NY 08540 | Consulting | $20,432 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1974695 1065 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Accounting | $19,017 |
FINANCIAL FINESSE1 year Service code 50 221 CALIFORNIA STREET · EL SEGUNDO, CA 90245 | Direct Payment | $16,872 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $208,513 | $3,611,051-94.2% | $123,894+68.3% | $329,111-36.6% |
| Participation rate | 98.4% | 60.7%+37.7pp | 81.4%+17.0pp | 67.9%+30.6pp |
| Annual return | 7.19% | 14.13%-6.9pp | 47.52%-40.3pp | 16.35%-9.2pp |
| Employer contribution / active EE | $7,409 | $1,947+280.5% | $4,617+60.5% | $2,303+221.7% |
| Participant deferral / active EE | $9,292 | $4,426+110.0% | $5,984+55.3% | $3,682+152.4% |
| Admin fee / account holder | $91 | $9,731-99.1% | $8,357-98.9% | $754-87.9% |