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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-6043636 | Contract Administrator | $1,202,429 |
AON CONSULTING2+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $704,424 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $570,070 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $395,714 |
COHO PARTNERS, LTD.2+ years Filed as: COHO PARTNERS LTD. Service code 28 · EIN 23-3004662 | Investment Management | $354,582 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $325,580 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $195,591 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $151,935 |
Filed as: ABRAMS,FOSTER,NOLE & WILLIAMS, P.A. Service code 10 · EIN 52-1854049 | Accounting | $81,439 |
RR DONNELLEY2+ years Service code 36 · EIN 52-2125127 | Direct payment from the plan; Copying... | $31,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,001 | $43,453+392.5% | $109,313+95.8% | $63,975+234.5% |
| Participation rate | 96.8% | 59.3%+37.5pp | 71.3%+25.5pp | 71.1%+25.7pp |
| Annual return | 3.28% | 9.85%-6.6pp | 22.07%-18.8pp | 48.65%-45.4pp |
| Employer contribution / active EE | $27,370 | $1,799+1421.2% | $3,892+603.2% | $2,182+1154.5% |
| Participant deferral / active EE | $0 | $2,093-100.0% | $3,166-100.0% | $3,356-100.0% |
| Admin fee / account holder | $836 | $79+959.1% | $5,666-85.2% | $70+1086.9% |