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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $331,557 |
Service code 49 · EIN 13-6043636 | Other Services | $325,275 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $202,213 |
PFM ADVISORS6 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $103,191 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $96,125 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $67,734 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Direct payment from the plan; Copying... | $24,347 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $16,430 |
CLOUDBERRY CREATIVE, INC.7 years Service code 38 · EIN 27-1271032 | Participant Communication | $10,248 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,510 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,084 | $62,541+111.2% | $129,406+2.1% | $200,096-34.0% |
| Participation rate | 72.1% | 56.8%+15.3pp | 69.6%+2.4pp | 72.0%+0.1pp |
| Annual return | 21.22% | 16.95%+4.3pp | 9468.18%-9447.0pp | 34.26%-13.0pp |
| Employer contribution / active EE | $23,534 | $2,392+883.9% | $4,155+466.4% | $3,038+674.7% |
| Participant deferral / active EE | $0 | $3,123-100.0% | $4,167-100.0% | $5,090-100.0% |
| Admin fee / account holder | $255 | $167+52.5% | $7,689-96.7% | $269-5.5% |