| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST LOUIS, MO 63141 | Contract Administrator | $1,324,950 |
MCKINSEY & COMPANY INC.4+ years Filed as: MCKINSEY & COMPANY, INC. Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $450,024 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, OR 554855159 | Bank Trustee | $92,587 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $73,000 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10022 | Legal | $39,815 |
FINANCIAL FINESSE3 years Service code 50 · EIN 94-3333910 221 CALIFORNIA ST. · EL SEGUNDO, CA 90245 | Direct Payment | $33,138 |
BENZ COMMUNICATIONS1 year Service code 50 275 NINTH STEEET · SAN FRANCISCO, CA 94103 | Direct Payment | $32,120 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 50 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Direct Payment | $19,781 |
MERCER3 years Filed as: MERCER CONSULTING Service code 16 ONE UNIVERSITY SQUARE, SUITE 100 · PRINCETON, NJ 085406455 | Consulting | $18,523 |
SIDLEY AUSTIN LLP1 year Service code 29 · EIN 36-4474078 787 SEVENTH AVENUE · NEW YORK, NY 10019 | Legal | $13,989 |
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 | $202,709 | $71,505+183.5% | $123,553+64.1% | $73,367+176.3% |
| Participation rate | 99.5% | 64.9%+34.6pp | 82.3%+17.3pp | 69.5%+30.1pp |
| Annual return | -0.77% | 6.94%-7.7pp | 119.21%-120.0pp | 173.45%-174.2pp |
| Employer contribution / active EE | $5,865 | $2,011+191.6% | $4,628+26.7% | $2,499+134.7% |
| Participant deferral / active EE | $10,873 | $4,928+120.6% | $6,426+69.2% | $4,033+169.6% |
| Admin fee / account holder | $83 | $66+25.8% | $9,284-99.1% | $68+21.3% |