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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $894,434 |
Service code 13 · EIN 13-6043636 | Contract Administrator | $888,128 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $611,030 |
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $570,000 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $246,513 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $113,166 |
Filed as: ABRAMS,FOSTER,NOLE & WILLIAMS, P.A. Service code 10 · EIN 52-1854049 | Accounting | $110,275 |
VULCAN VALUE PARTNERS1+ years Filed as: VULCAN VALUE PARTNERS, LLC Service code 28 · EIN 39-2051712 | Investment Management | $108,267 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $104,382 |
EM PRINTING1+ years Filed as: PRINTING CORP OF AMERICA Service code 36 · EIN 26-2502340 | Copying and duplicating; Direct payme... | $54,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,406 | $38,312+485.7% | $100,671+122.9% | $59,188+279.1% |
| Participation rate | 97.4% | 57.4%+40.0pp | 70.7%+26.7pp | 69.4%+28.0pp |
| Annual return | 2.19% | 2.64%-0.5pp | 20.43%-18.2pp | 5.51%-3.3pp |
| Employer contribution / active EE | $27,694 | $1,183+2241.6% | $4,012+590.2% | $2,098+1220.0% |
| Participant deferral / active EE | $0 | $1,847-100.0% | $3,144-100.0% | $3,265-100.0% |
| Admin fee / account holder | $567 | $68+736.4% | $4,850-88.3% | $92+514.6% |