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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $240,070 |
AON CONSULTING4+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $193,390 |
TEMPO HOLDING COMPANY, LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $191,569 |
RR DONNELLEY3 years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $90,718 |
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $84,057 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $83,555 |
PFM ADVISORS1 year Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $41,208 |
Service code 10 · EIN 52-1854049 | Accounting | $15,750 |
CLOUDBERRY CREATIVE, INC.2 years Service code 38 · EIN 27-1271032 | Participant Communication | $10,421 |
Service code 27 · EIN 22-3189064 | Advisory (Plan) | $5,423 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,300 | $53,911+37.8% | $130,660-43.1% | $77,775-4.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 71.7%+28.3pp | 73.2%+26.8pp |
| Annual return | 3.47% | 21.93%-18.5pp | 1709.29%-1705.8pp | 32.58%-29.1pp |
| Employer contribution / active EE | $22,682 | $1,826+1142.5% | $4,092+454.3% | $2,504+805.9% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $295 | $129+129.6% | $5,463-94.6% | $100+195.3% |