| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST LOUIS, MO 63141 | Contract Administrator | $1,099,840 |
MCKINSEY & COMPANY INC.9+ years Filed as: MCKINSEY & COMPANY, INC. Service code 14 · EIN 13-1826332 711 THIRD AVENUE, 4TH FLOOR · NEW YORK, NY 10017 | Plan Administrator | $535,086 |
MEKETA INVESTMENT GROUP5 years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Pension Consulting | $358,261 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 240 GREENWICH STREET · NEW YORK, NY 10286 | Direct payment from the plan; Trustee... | $102,030 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $82,000 |
SC STONE CONSULTING4 years Service code 16 · EIN 84-3456753 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $67,567 |
XPS PENSION CONSULTING LTD2 years Service code 17 | Pension Consulting | $60,807 |
HOGAN LOVELLS US LLP1 year Filed as: HOGAN LOVELLS INTERNATIONAL LLC Service code 16 · EIN 53-0084704 | Consulting | $36,405 |
CAPITA EMPLOYEE BENEFITS LTD2 years Filed as: CAPITA PENSION SOLUTIONS LIMITED Service code 13 | Contract Administrator | $36,357 |
PROSKAUER ROSE LLP1 year Filed as: PROKAUER ROSE LLP Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $33,794 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $256,183 | $106,994+139.4% | $135,998+88.4% | $96,393+165.8% |
| Participation rate | 96.5% | 72.5%+24.0pp | 81.9%+14.6pp | 71.3%+25.3pp |
| Annual return | 12.48% | 26.64%-14.2pp | 68.37%-55.9pp | 22.88%-10.4pp |
| Employer contribution / active EE | $7,385 | $3,391+117.8% | $4,860+52.0% | $3,239+128.0% |
| Participant deferral / active EE | $14,761 | $7,968+85.3% | $7,761+90.2% | $5,455+170.6% |
| Admin fee / account holder | $64 | $79-18.5% | $10,769-99.4% | $74-12.8% |