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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,252,504 |
AECOM USA INC.1+ years Filed as: AECOM Service code 14 · EIN 61-1088522 | Plan Administrator | $84,662 |
MERCER1+ years Filed as: MERCER INVESTMENT Service code 28 · EIN 30-0282430 | Investment Management | $64,706 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 · EIN 36-1453176 | Legal | $38,005 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $23,119 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,091 | $65,877+33.7% | $115,038-23.4% | $69,651+26.5% |
| Participation rate | 85.3% | 58.1%+27.2pp | 81.4%+4.0pp | 66.6%+18.8pp |
| Annual return | -0.46% | 6.03%-6.5pp | 26.14%-26.6pp | 53.77%-54.2pp |
| Employer contribution / active EE | $2,170 | $1,712+26.7% | $4,608-52.9% | $2,241-3.2% |
| Participant deferral / active EE | $7,604 | $4,216+80.4% | $6,026+26.2% | $3,635+109.2% |
| Admin fee / account holder | $273 | $77+253.0% | $8,175-96.7% | $63+331.5% |