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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-6043636 | Contract Administrator | $700,417 |
PFM ADVISORS6+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $689,968 |
AON CONSULTING6+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $428,214 |
EARNEST PARTNERS, LLC6+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $376,699 |
COHO PARTNERS, LTD.6+ years Filed as: COHO PARTNERS LTD. Service code 28 · EIN 23-3004662 | Investment Management | $302,873 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 50 · EIN 82-1061233 | Direct Payment | $280,777 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $249,026 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $184,700 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISERS LTD PARTNERSHIP Service code 28 · EIN 04-3118582 | Investment Management | $109,652 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,830 | $53,932+381.8% | $134,162+93.7% | $90,274+187.8% |
| Participation rate | 78.9% | 60.4%+18.5pp | 72.2%+6.7pp | 73.4%+5.5pp |
| Annual return | 12.48% | 23.16%-10.7pp | 36.35%-23.9pp | 53.97%-41.5pp |
| Employer contribution / active EE | $4,017 | $1,611+149.3% | $3,705+8.4% | $2,523+59.2% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,500-100.0% | $4,231-100.0% |
| Admin fee / account holder | $959 | $104+826.1% | $6,685-85.7% | $114+741.0% |