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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,355 | $102,422-9.8% | $147,117-37.2% | $80,959+14.1% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 9.72% | 135.16%-125.4pp | 420.54%-410.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,012 | $6,652+110.6% | $8,065+73.7% | $4,300+225.8% |
| Admin fee / account holder | $419 | $7,953-94.7% | $12,993-96.8% | $6,925-94.0% |