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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $671,608 |
AON CONSULTING2+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $323,657 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $143,762 |
THE GAUDA GROUP LLC1 year Service code 49 · EIN 47-1700662 | Other Services | $72,153 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $72,008 |
RR DONNELLEY1 year Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Direct payment from the plan; Copying... | $61,034 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $25,062 |
Service code 10 · EIN 52-1854049 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,026 | $52,149+3.6% | $122,354-55.8% | $77,958-30.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.6%+28.4pp | 71.6%+28.4pp |
| Annual return | 17.33% | 17.75%-0.4pp | 30.28%-12.9pp | 20.87%-3.5pp |
| Employer contribution / active EE | $24,160 | $1,750+1280.9% | $4,051+496.4% | $2,310+945.7% |
| Participant deferral / active EE | $0 | $2,114-100.0% | $3,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $551 | $93+490.8% | $5,479-90.0% | $97+465.4% |