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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $749,713 |
Service code 13 · EIN 13-6043636 | Contract Administrator | $576,595 |
PFM ADVISORS4+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $556,415 |
EARNEST PARTNERS, LLC4+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $395,419 |
COHO PARTNERS, LTD.4+ years Filed as: COHO PARTNERS LTD. Service code 28 · EIN 23-3004662 | Investment Management | $371,879 |
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $302,118 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $194,398 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $135,049 |
Filed as: ABRAMS,FOSTER,NOLE & WILLIAMS, P.A. Service code 10 · EIN 52-1854049 | Accounting | $68,900 |
RR DONNELLEY4+ years Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $44,258 |
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 | $205,612 | $407,990-49.6% | $121,220+69.6% | $75,289+173.1% |
| Participation rate | 97.4% | 59.5%+37.9pp | 71.8%+25.7pp | 72.4%+25.0pp |
| Annual return | -5.93% | 2.93%-8.9pp | 16.94%-22.9pp | -0.04%-5.9pp |
| Employer contribution / active EE | $34,847 | $1,846+1788.0% | $4,023+766.3% | $2,405+1348.9% |
| Participant deferral / active EE | $0 | $2,201-100.0% | $3,345-100.0% | $3,739-100.0% |
| Admin fee / account holder | $505 | $455+11.0% | $5,021-89.9% | $102+393.8% |