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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,805 | $57,570+424.2% | $121,098+149.2% | $80,160+276.5% |
| Participation rate | 98.1% | 58.8%+39.3pp | 69.5%+28.6pp | 72.9%+25.2pp |
| Annual return | -7.11% | 20.42%-27.5pp | 985.75%-992.9pp | 40.38%-47.5pp |
| Employer contribution / active EE | $23,195 | $2,119+994.6% | $4,164+457.1% | $2,978+678.9% |
| Participant deferral / active EE | $21,835 | $3,092+606.1% | $4,080+435.2% | $5,017+335.2% |
| Admin fee / account holder | $393 | $121+224.0% | $5,644-93.0% | $145+170.9% |