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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $673,535 |
PFM ADVISORS5+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $570,000 |
Service code 13 · EIN 13-6043636 | Contract Administrator | $469,474 |
EARNEST PARTNERS, LLC5+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $397,434 |
COHO PARTNERS, LTD.5+ years Filed as: COHO PARTNERS LTD. Service code 28 · EIN 23-3004662 | Investment Management | $331,175 |
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $297,157 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $188,829 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $164,099 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 11 · EIN 82-1061233 | Actuarial | $120,076 |
Filed as: ABRAMS,FOSTER,NOLE & WILLIAMS, P.A. Service code 10 · EIN 52-1854049 | Accounting | $68,900 |
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 | $235,272 | $53,911+336.4% | $130,660+80.1% | $77,775+202.5% |
| Participation rate | 97.4% | 60.2%+37.2pp | 71.7%+25.7pp | 73.2%+24.2pp |
| Annual return | 18.81% | 21.93%-3.1pp | 1709.29%-1690.5pp | 32.58%-13.8pp |
| Employer contribution / active EE | $34,195 | $1,826+1773.1% | $4,092+735.6% | $2,504+1265.7% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $943 | $129+633.0% | $5,463-82.7% | $100+842.5% |