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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS2 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $740,896 |
Service code 13 · EIN 13-6043636 | Contract Administrator | $685,246 |
EARNEST PARTNERS, LLC2 years Service code 28 · EIN 58-2386669 | Investment Management | $502,032 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $483,620 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS, LLC Service code 50 · EIN 82-1061233 | Direct Payment | $352,079 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $284,348 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $245,859 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 | Investment Management | $197,320 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISERS LTD PARTNERSHIP Service code 28 · EIN 04-3118582 | Investment Management | $144,261 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $82,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,175 | $52,523+313.5% | $117,472+84.9% | $77,906+178.8% |
| Participation rate | 72.1% | 61.6%+10.6pp | 70.6%+1.5pp | 73.7%-1.6pp |
| Annual return | -15.72% | -13.76%-2.0pp | 29.77%-45.5pp | 12.16%-27.9pp |
| Employer contribution / active EE | $34,411 | $2,166+1488.9% | $4,180+723.3% | $2,846+1109.0% |
| Participant deferral / active EE | $0 | $3,087-100.0% | $4,072-100.0% | $4,805-100.0% |
| Admin fee / account holder | $50 | $99-50.1% | $5,646-99.1% | $133-62.6% |