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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $368,908 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $320,020 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $145,847 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $93,236 |
PFM ADVISORS5 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $82,167 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $71,546 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Direct payment from the plan; Copying... | $22,964 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $16,430 |
PRM CONSULTING GROUP2 years Filed as: PRM CONSULTING GROUP, INC. Service code 16 · EIN 20-3821984 | Consulting | $14,625 |
CLOUDBERRY CREATIVE, INC.6 years Service code 38 · EIN 27-1271032 | Participant Communication | $10,172 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,492 | $57,775+79.1% | $121,214-14.6% | $80,187+29.1% |
| Participation rate | 73.6% | 59.1%+14.5pp | 69.5%+4.1pp | 72.9%+0.7pp |
| Annual return | -7.84% | 20.30%-28.1pp | 987.67%-995.5pp | 40.40%-48.2pp |
| Employer contribution / active EE | $19,837 | $2,132+830.6% | $4,171+375.6% | $2,980+565.8% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $4,084-100.0% | $5,016-100.0% |
| Admin fee / account holder | $259 | $122+113.3% | $5,647-95.4% | $145+78.8% |