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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,803 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $12,810 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,935 | $79,223-10.5% | $102,460-30.8% | $74,478-4.8% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 11.07% | 54.98%-43.9pp | 29.47%-18.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $2,097 | $2,363-11.2% | $3,025-30.7% | $2,626-20.1% |
| Participant deferral / active EE | $3,785 | $4,417-14.3% | $5,056-25.1% | $4,350-13.0% |
| Admin fee / account holder | $327 | $2,003-83.7% | $9,460-96.5% | $1,946-83.2% |