| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,536,210 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $2,443,017 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,852,412 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $1,063,464 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 180 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $656,403 |
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $427,913 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT Service code 28 · EIN 95-4871957 | Investment Management | $386,472 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $300,841 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $160,601 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $133,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $279,283 | $101,555+175.0% | $119,237+134.2% | $101,555+175.0% |
| Participation rate | 96.6% | 74.5%+22.0pp | 82.7%+13.8pp | 74.5%+22.0pp |
| Annual return | 13.84% | 21.00%-7.2pp | 30.70%-16.9pp | 21.00%-7.2pp |
| Employer contribution / active EE | $8,164 | $2,972+174.7% | $4,383+86.2% | $2,972+174.7% |
| Participant deferral / active EE | $12,260 | $4,874+151.5% | $6,112+100.6% | $4,874+151.5% |
| Admin fee / account holder | $757 | $139+442.8% | $7,229-89.5% | $139+442.8% |