| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $771,116 |
Service code 15 · EIN 82-1061233 | Recordkeeping | $556,847 |
Service code 49 · EIN 13-6043636 | Other Services | $504,322 |
PFM ADVISORS3+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $465,965 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $274,009 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $261,143 |
RR DONNELLEY3+ years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Direct payment from the plan; Copying... | $236,386 |
Service code 38 · EIN 27-1271032 | Participant Communication | $130,927 |
RDA CORPORATION1 year Service code 49 · EIN 51-0307421 | Other Services | $54,615 |
Service code 10 · EIN 52-1854049 | Accounting | $28,500 |
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 | $249,094 | $407,990-38.9% | $121,220+105.5% | $75,289+230.8% |
| Participation rate | 100.0% | 59.5%+40.5pp | 71.8%+28.2pp | 72.4%+27.6pp |
| Annual return | 11.59% | 2.93%+8.7pp | 16.94%-5.3pp | -0.04%+11.6pp |
| Employer contribution / active EE | $19,869 | $1,846+976.5% | $4,023+393.9% | $2,405+726.2% |
| Participant deferral / active EE | $17,662 | $2,201+702.6% | $3,345+428.0% | $3,739+372.4% |
| Admin fee / account holder | $357 | $455-21.5% | $5,021-92.9% | $102+249.1% |