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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS1 year Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $771,197 |
Service code 13 · EIN 13-6043636 | Contract Administrator | $582,436 |
EARNEST PARTNERS, LLC1 year Service code 28 · EIN 58-2386669 | Investment Management | $525,213 |
AON CONSULTING7+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $508,865 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS, LLC Service code 50 · EIN 82-1061233 | Direct Payment | $335,463 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $270,304 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $238,409 |
RHUMBLINE ADVISORS2 years Filed as: RHUMBLINE ADVISERS LTD PARTNERSHIP Service code 28 · EIN 04-3118582 | Investment Management | $187,624 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 | Investment Management | $151,565 |
COHO PARTNERS, LTD.1 year Service code 28 · EIN 23-3004662 | Investment Management | $129,709 |
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.
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 | $258,707 | $62,943+311.0% | $142,908+81.0% | $93,010+178.1% |
| Participation rate | 73.5% | 63.3%+10.1pp | 72.0%+1.5pp | 73.9%-0.4pp |
| Annual return | 12.58% | 16.28%-3.7pp | 5640.16%-5627.6pp | 158.70%-146.1pp |
| Employer contribution / active EE | $1,140 | $1,374-17.0% | $4,146-72.5% | $2,705-57.8% |
| Participant deferral / active EE | $0 | $2,841-100.0% | $3,838-100.0% | $4,561-100.0% |
| Admin fee / account holder | $503 | $103+389.4% | $6,560-92.3% | $152+231.4% |