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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-6043636 | Contract Administrator | $917,623 |
AON CONSULTING3+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $691,763 |
PFM ADVISORS3+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $570,000 |
COHO PARTNERS, LTD.3+ years Filed as: COHO PARTNERS LTD. Service code 28 · EIN 23-3004662 | Investment Management | $399,240 |
EARNEST PARTNERS, LLC3+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $368,513 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $252,468 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $212,425 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $145,935 |
Filed as: ABRAMS,FOSTER,NOLE & WILLIAMS, P.A. Service code 10 · EIN 52-1854049 | Accounting | $71,300 |
RR DONNELLEY3+ years Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $55,532 |
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 | $228,657 | $52,149+338.5% | $122,354+86.9% | $77,958+193.3% |
| Participation rate | 97.2% | 58.6%+38.6pp | 71.6%+25.5pp | 71.6%+25.5pp |
| Annual return | 14.41% | 17.75%-3.3pp | 30.28%-15.9pp | 20.87%-6.5pp |
| Employer contribution / active EE | $26,734 | $1,750+1428.1% | $4,051+559.9% | $2,310+1057.1% |
| Participant deferral / active EE | $0 | $2,114-100.0% | $3,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $812 | $93+770.9% | $5,479-85.2% | $97+733.5% |