| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST LOUIS, MO 63141 | Contract Administrator | $1,106,116 |
MCKINSEY & COMPANY INC.6+ years Filed as: MCKINSEY & COMPANY, INC. Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $493,740 |
MEKETA INVESTMENT GROUP2 years Service code 27 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $356,848 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10022 | Legal | $116,387 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $76,793 |
SC STONE CONSULTING1 year Service code 16 · EIN 84-3456753 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $37,775 |
Filed as: BANK OF NY MELLON Service code 18 240 GREENWICH STREET · NEW YORK, NY 10286 | Direct payment from the plan; Trustee... | $35,709 |
FINANCIAL FINESSE5 years Service code 50 · EIN 94-3333910 221 CALIFORNIA ST. · EL SEGUNDO, CA 90245 | Direct Payment | $24,154 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 50 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Direct Payment | $15,956 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 99 333 SOUTH SEVENTH STREET,SUITE 2400 · MINNEAPOLIS, MN 55402 | Other Fees | $14,632 |
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 | $246,656 | $97,541+152.9% | $149,751+64.7% | $106,273+132.1% |
| Participation rate | 97.3% | 66.8%+30.5pp | 82.5%+14.8pp | 70.8%+26.5pp |
| Annual return | 11.35% | 24.23%-12.9pp | 276.71%-265.4pp | 21.70%-10.3pp |
| Employer contribution / active EE | $6,498 | $2,504+159.5% | $4,646+39.9% | $2,722+138.7% |
| Participant deferral / active EE | $10,423 | $6,023+73.0% | $6,843+52.3% | $4,601+126.5% |
| Admin fee / account holder | $83 | $72+16.1% | $9,312-99.1% | $78+6.2% |