| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $989,995 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $917,389 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $770,870 |
PFM ADVISORS5 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $621,350 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $344,025 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Direct payment from the plan; Copying... | $265,420 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $247,535 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $29,892 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,852 |
PRM CONSULTING GROUP2 years Filed as: PRM CONSULTING GROUP, INC. Service code 16 · EIN 20-3821984 | Consulting | $19,500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,805 | $57,775+422.4% | $121,214+149.0% | $80,187+276.4% |
| Participation rate | 98.1% | 59.1%+39.0pp | 69.5%+28.6pp | 72.9%+25.2pp |
| Annual return | -7.11% | 20.30%-27.4pp | 987.67%-994.8pp | 40.40%-47.5pp |
| Employer contribution / active EE | $23,195 | $2,132+988.1% | $4,171+456.1% | $2,980+678.5% |
| Participant deferral / active EE | $21,835 | $3,109+602.4% | $4,084+434.7% | $5,016+335.3% |
| Admin fee / account holder | $393 | $122+222.9% | $5,647-93.0% | $145+170.7% |