| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST LOUIS, MO 63141 | Contract Administrator | $1,498,249 |
MCKINSEY & COMPANY INC.5+ years Filed as: MCKINSEY & COMPANY, INC. Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $514,265 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10022 | Legal | $133,393 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, OR 554855159 | Bank Trustee | $99,909 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $78,367 |
MEKETA INVESTMENT GROUP1 year Service code 27 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $45,473 |
FINANCIAL FINESSE4 years Service code 50 · EIN 94-3333910 221 CALIFORNIA ST. · EL SEGUNDO, CA 90245 | Direct Payment | $33,573 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 50 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Direct Payment | $20,516 |
CAPITA EMPLOYEE BENEFITS LTD2 years Service code 13 | Contract Administrator | $12,507 |
MERCER4 years Filed as: MERCER CONSULTING Service code 16 ONE UNIVERSITY SQUARE, SUITE 100 · PRINCETON, NJ 085406455 | Consulting | $12,013 |
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 | $229,221 | $81,961+179.7% | $141,200+62.3% | $89,609+155.8% |
| Participation rate | 99.5% | 64.9%+34.6pp | 82.5%+17.0pp | 69.6%+29.9pp |
| Annual return | 18.40% | 36.14%-17.7pp | 71.41%-53.0pp | 33.65%-15.3pp |
| Employer contribution / active EE | $6,196 | $2,268+173.3% | $4,736+30.8% | $2,584+139.8% |
| Participant deferral / active EE | $9,810 | $5,316+84.5% | $6,710+46.2% | $4,222+132.3% |
| Admin fee / account holder | $92 | $68+35.0% | $10,265-99.1% | $72+28.3% |