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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $493,061 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $257,440 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $117,402 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $94,642 |
AON CONSULTING6+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $79,740 |
RR DONNELLEY5 years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Direct payment from the plan; Copying... | $75,129 |
PFM ADVISORS3 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $65,422 |
CLOUDBERRY CREATIVE, INC.4 years Service code 38 · EIN 27-1271032 | Participant Communication | $22,456 |
PRM CONSULTING GROUP1 year Service code 16 · EIN 20-3821984 | Consulting | $17,225 |
RDA CORPORATION1 year Service code 49 · EIN 51-0307421 | Other Services | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,425 | $62,943+72.3% | $142,908-24.1% | $93,010+16.6% |
| Participation rate | 59.6% | 63.3%-3.7pp | 72.0%-12.3pp | 73.9%-14.3pp |
| Annual return | 53.97% | 16.28%+37.7pp | 5640.16%-5586.2pp | 158.70%-104.7pp |
| Employer contribution / active EE | $438 | $1,374-68.1% | $4,146-89.4% | $2,705-83.8% |
| Participant deferral / active EE | $0 | $2,841-100.0% | $3,838-100.0% | $4,561-100.0% |
| Admin fee / account holder | $359 | $103+249.8% | $6,560-94.5% | $152+136.9% |