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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 77-0309553 | Investment advisory (plan); Investmen... | $4,698,279 |
THE BANK OF NEW YORK MELLON3 years Filed as: STANDISH MELLON Service code 28 · EIN 52-1573723 | Investment Management | $234,036 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $171,966 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $143,536 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE SERVICES LLC Service code 22 · EIN 13-3771734 | Insurance Broker | $81,476 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $30,770 |
Filed as: MCGANN SHEA CARNIVAL STRAUGHN &LAMB Service code 29 · EIN 41-1654544 | Legal | $12,445 |
OFFICIAL OFFSET CORP.3 years Filed as: OFFICIAL OFFSET CORP Service code 49 · EIN 11-1844917 | Other Services | $12,393 |
HS MANAGEMENT PARTNERS, LLC3 years Filed as: MANAGEMENT GUIDANCE LLP Service code 21 · EIN 45-4049785 | Bank Trustee | $4,725 |
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 | $245,424 | $52,722+365.5% | $90,468+171.3% | $73,415+234.3% |
| Participation rate | 35.1% | 67.7%-32.6pp | 72.7%-37.6pp | 72.2%-37.1pp |
| Annual return | 22.06% | 20.70%+1.4pp | 1294.94%-1272.9pp | 59.30%-37.2pp |
| Employer contribution / active EE | $3,211 | $1,872+71.6% | $3,264-1.6% | $2,234+43.7% |
| Participant deferral / active EE | $3,989 | $2,810+42.0% | $3,964+0.6% | $3,806+4.8% |
| Admin fee / account holder | $1,796 | $117+1436.8% | $5,614-68.0% | $158+1037.3% |