Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 200 WEST STREET · WALTHAM, MA 02451 | Recordkeeping | $2,804,147 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $762,569 |
Filed as: MASS GENERAL BRIGHAM Service code 13 · EIN 04-3294527 | Contract Administrator | $593,080 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $295,222 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $77,550 |
BTHR CONSULTING3 years Filed as: BTHR Service code 17 200 HIGHLAND AVE · NEEDHAM, MA 02494 | Pension Consulting | $39,996 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 27.34% | 13.51%+13.8pp | 10.75%+16.6pp | 13.51%+13.8pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $35,170-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $2 | $488-99.6% | $82-97.6% | $488-99.6% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |