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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $399,592 |
Service code 49 · EIN 13-6043636 | Other Services | $314,700 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $252,006 |
PCA INVESTMENT ADVISORY SERVICES1+ years Filed as: PCA, LLC Service code 36 · EIN 26-2502340 | Direct payment from the plan; Copying... | $109,247 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $34,263 |
MYERS ADVERTISING1+ years Filed as: MYERS ADVERTISTING, LLC Service code 36 · EIN 56-2471516 | Copying and duplicating; Direct payme... | $17,963 |
Filed as: ABRAMS FOSTER NOLES & WILLIAMS P.A. Service code 10 · EIN 52-1854049 | Accounting | $17,600 |
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $14,484 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,388 | $43,453-14.0% | $109,313-65.8% | $63,975-41.6% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 71.1%+28.9pp |
| Annual return | -6.96% | 9.85%-16.8pp | 22.07%-29.0pp | 48.65%-55.6pp |
| Employer contribution / active EE | $23,566 | $1,799+1209.7% | $3,892+505.5% | $2,182+980.1% |
| Participant deferral / active EE | $0 | $2,093-100.0% | $3,166-100.0% | $3,356-100.0% |
| Admin fee / account holder | $553 | $79+601.1% | $5,666-90.2% | $70+685.7% |