| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,055,814 |
B BELL/P ROZELLE NFL PLAYER RET PL10+ years Service code 49 · EIN 13-6043636 | Other Services | $853,964 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $797,419 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $487,620 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $479,622 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $366,489 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Direct payment from the plan; Copying... | $254,132 |
US BANK1 year Filed as: US BANCORP ASSET MANAGEMENT, INC. Service code 27 · EIN 41-2003732 | Advisory (Plan) | $209,237 |
CLOUDBERRY CREATIVE, INC.8 years Service code 38 · EIN 27-1271032 | Participant Communication | $35,392 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $31,686 |
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.
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 | $352,609 | $85,660+311.6% | $180,320+95.5% | $85,660+311.6% |
| Participation rate | 98.4% | 74.8%+23.5pp | 71.5%+26.8pp | 74.8%+23.5pp |
| Annual return | 4.81% | 19.52%-14.7pp | 778.54%-773.7pp | 19.52%-14.7pp |
| Employer contribution / active EE | $25,612 | $4,199+509.9% | $4,108+523.5% | $4,199+509.9% |
| Participant deferral / active EE | $23,046 | $3,518+555.0% | $4,304+435.4% | $3,518+555.0% |
| Admin fee / account holder | $397 | $224+77.3% | $10,000-96.0% | $224+77.3% |