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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $19,720 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,313 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,941 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,355 | $102,317-9.7% | $146,958-37.2% | $80,856+14.2% |
| Participation rate | 98.4% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 9.72% | 134.76%-125.0pp | 418.34%-408.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,012 | $6,644+110.9% | $8,070+73.6% | $4,296+226.2% |
| Admin fee / account holder | $419 | $7,941-94.7% | $12,998-96.8% | $6,918-93.9% |