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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $446,004 |
AON CONSULTING3+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $248,567 |
Service code 15 · EIN 82-1061233 | Recordkeeping | $103,426 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $83,014 |
RR DONNELLEY2 years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Direct payment from the plan; Copying... | $75,508 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $71,834 |
Service code 38 · EIN 27-1271032 | Participant Communication | $48,233 |
PFM ADVISORS3+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $34,036 |
Service code 10 · EIN 52-1854049 | Accounting | $15,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $407,990-100.0% | $121,220-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 59.5%-59.5pp | 71.8%-71.8pp | 72.4%-72.4pp |
| Annual return | 12.83% | 2.93%+9.9pp | 16.94%-4.1pp | -0.04%+12.9pp |
| Employer contribution / active EE | $23,099 | $1,846+1151.5% | $4,023+474.2% | $2,405+860.5% |
| Participant deferral / active EE | $0 | $2,201-100.0% | $3,345-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $5,021-100.0% | $102-100.0% |