| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $973,713 |
MCKINSEY & COMPANY INC.3+ years Filed as: MCKINSEY & COMPANY, INC. Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $478,657 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 205 SE SPOKANE STREET · PORTLAND, OR 97202 | Advisory (Plan) | $419,684 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST LOUIS, MO 63105 | Contract Administrator | $345,500 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MI 554855159 | Bank Trustee | $84,553 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 088302725 | Accounting | $50,323 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $36,720 |
FINANCIAL FINESSE2 years Service code 50 221 CALIFORNIA STREET · EL SEGUNDO, CA 90245 | Direct Payment | $33,663 |
MERCER2 years Filed as: MERCER CONSULTING Service code 16 ONE UNIVERSITY SQUARE, SUITE 100 · PRINCETON, NY 08540 | Consulting | $15,857 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 50 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Direct Payment | $14,755 |
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 | $214,777 | $80,506+166.8% | $136,298+57.6% | $80,976+165.2% |
| Participation rate | 99.5% | 61.9%+37.6pp | 81.9%+17.6pp | 68.3%+31.2pp |
| Annual return | 10.74% | 27.70%-17.0pp | 5156.27%-5145.5pp | 22.91%-12.2pp |
| Employer contribution / active EE | $6,074 | $1,943+212.6% | $4,696+29.4% | $2,402+152.8% |
| Participant deferral / active EE | $10,398 | $4,601+126.0% | $6,247+66.4% | $3,848+170.2% |
| Admin fee / account holder | $101 | $72+40.9% | $9,244-98.9% | $67+50.1% |