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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $314,113 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $251,148 |
AON CONSULTING7+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $130,797 |
RR DONNELLEY6 years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $104,874 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $96,247 |
PFM ADVISORS4 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $81,706 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $78,355 |
PRM CONSULTING GROUP1 year Filed as: PRM CONSULTING GROUP, INC. Service code 16 · EIN 20-3821984 | Consulting | $20,150 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $15,500 |
PORTFOLIO EVALUATIONS, INC.4 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $6,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,223 | $52,523+102.2% | $117,472-9.6% | $77,906+36.3% |
| Participation rate | 73.5% | 61.6%+11.9pp | 70.6%+2.9pp | 73.7%-0.2pp |
| Annual return | 3.91% | -13.76%+17.7pp | 29.77%-25.9pp | 12.16%-8.2pp |
| Employer contribution / active EE | $17,803 | $2,166+722.1% | $4,180+326.0% | $2,846+525.5% |
| Participant deferral / active EE | $0 | $3,087-100.0% | $4,072-100.0% | $4,805-100.0% |
| Admin fee / account holder | $265 | $99+166.9% | $5,646-95.3% | $133+99.8% |