| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $1,261,883 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $890,864 |
Service code 49 · EIN 13-6043636 | Other Services | $599,436 |
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $458,014 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $284,526 |
PCA INVESTMENT ADVISORY SERVICES1+ years Filed as: PCA, LLC Service code 36 · EIN 26-2502340 | Copying and duplicating; Direct payme... | $197,447 |
Service code 10 · EIN 52-1854049 | Accounting | $43,900 |
MYERS ADVERTISING1+ years Service code 36 · EIN 56-2471516 | Direct payment from the plan; Copying... | $13,978 |
RR DONNELLEY1+ years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $9,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $207,015 | $43,453+376.4% | $109,313+89.4% | $63,975+223.6% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 71.1%+28.9pp |
| Annual return | -2.40% | 9.85%-12.3pp | 22.07%-24.5pp | 48.65%-51.0pp |
| Employer contribution / active EE | $20,203 | $1,799+1022.9% | $3,892+419.1% | $2,182+826.0% |
| Participant deferral / active EE | $18,333 | $2,093+775.8% | $3,166+479.0% | $3,356+446.2% |
| Admin fee / account holder | $383 | $79+385.1% | $5,666-93.2% | $70+443.6% |