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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 77-0309553 | Claims processing; Participant commun... | $4,777,379 |
THE BANK OF NEW YORK MELLON2 years Filed as: STANDISH MELLON Service code 28 · EIN 52-1573723 | Investment Management | $241,919 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $191,087 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $144,818 |
CHUBB5+ years Filed as: CHUBB INSURANCE Service code 22 · EIN 13-5634315 | Insurance Broker | $61,667 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $51,000 |
LOWENSTEIN SANDLER LLP5+ years Filed as: LOWENSTEIN & SANDLER Service code 29 · EIN 22-2205010 | Legal | $16,171 |
OFFICIAL OFFSET CORP.2 years Filed as: OFFICIAL OFFSET CORP Service code 49 · EIN 11-1844917 | Other Services | $15,770 |
HS MANAGEMENT PARTNERS, LLC2 years Filed as: MANAGEMENT GUIDANCE LLP Service code 21 · EIN 45-4049785 | Bank Trustee | $8,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,432 | $54,237+299.0% | $90,336+139.6% | $67,584+220.2% |
| Participation rate | 37.0% | 68.6%-31.6pp | 73.3%-36.3pp | 71.3%-34.3pp |
| Annual return | 21.50% | 37.27%-15.8pp | 78.15%-56.7pp | 378.59%-357.1pp |
| Employer contribution / active EE | $3,592 | $1,846+94.6% | $2,856+25.8% | $2,148+67.3% |
| Participant deferral / active EE | $4,262 | $2,625+62.4% | $3,886+9.7% | $3,540+20.4% |
| Admin fee / account holder | $1,832 | $123+1384.8% | $5,357-65.8% | $142+1187.5% |