| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-6043636 | Other Services | $1,172,890 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $910,431 |
PFM ADVISORS6 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $699,126 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $650,725 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $354,437 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Direct payment from the plan; Copying... | $275,337 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $220,991 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $29,892 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,041 |
CLOUDBERRY CREATIVE, INC.7 years Service code 38 · EIN 27-1271032 | Participant Communication | $16,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $357,188 | $62,541+471.1% | $129,406+176.0% | $200,096+78.5% |
| Participation rate | 98.6% | 56.8%+41.8pp | 69.6%+28.9pp | 72.0%+26.6pp |
| Annual return | 21.47% | 16.95%+4.5pp | 9468.18%-9446.7pp | 34.26%-12.8pp |
| Employer contribution / active EE | $23,200 | $2,392+869.9% | $4,155+458.3% | $3,038+663.8% |
| Participant deferral / active EE | $22,472 | $3,123+619.6% | $4,167+439.2% | $5,090+341.5% |
| Admin fee / account holder | $395 | $167+136.7% | $7,689-94.9% | $269+46.7% |