| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST LOUIS, MO 63141 | Contract Administrator | $1,063,281 |
MCKINSEY & COMPANY INC.7+ years Filed as: MCKINSEY & COMPANY, INC. Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $523,738 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $219,889 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 240 GREENWICH STREET · NEW YORK, NY 10286 | Custodial (other than securities); Di... | $190,040 |
SC STONE CONSULTING2 years Service code 16 · EIN 84-3456753 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $97,108 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $92,786 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $79,850 |
FINANCIAL FINESSE6 years Service code 50 · EIN 94-3333910 221 CALIFORNIA ST. · EL SEGUNDO, CA 90245 | Direct Payment | $27,486 |
AON CONSULTING1 year Filed as: AON INVESTMENT Service code 17 · EIN 36-3109431 200 E. RANDOLPH STREET · CHICAGO, IA 60601 | Pension Consulting | $13,389 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 50 333 SOUTH SEVENTH STREET,SUITE 2400 · MINNEAPOLIS, MN 55402 | Direct Payment | $6,830 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,368 | $107,662+151.1% | $159,495+69.5% | $106,520+153.8% |
| Participation rate | 94.5% | 69.4%+25.2pp | 82.8%+11.7pp | 71.3%+23.2pp |
| Annual return | 21.90% | 22.17%-0.3pp | 263.72%-241.8pp | 19.28%+2.6pp |
| Employer contribution / active EE | $6,861 | $2,741+150.3% | $4,831+42.0% | $2,840+141.6% |
| Participant deferral / active EE | $12,176 | $6,799+79.1% | $7,354+65.6% | $4,948+146.1% |
| Admin fee / account holder | $77 | $69+11.6% | $10,804-99.3% | $75+2.7% |