Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 200 WEST STREET · WALTHAM, MA 02451 | Recordkeeping | $2,499,006 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $655,740 |
Filed as: MASS GENERAL BRIGHAM Service code 13 · EIN 04-3294527 | Contract Administrator | $475,927 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $214,497 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $51,113 |
BTHR CONSULTING4 years Filed as: BTHR Service code 17 200 HIGHLAND AVE · NEEDHAM, MA 02494 | Pension Consulting | $23,580 |
Participant 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 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -14.79% | 7.68%-22.5pp | -38.86%+24.1pp | 7.68%-22.5pp |
| Employer contribution / active EE | $5,440 | $9,142-40.5% | $37,756-85.6% | $9,142-40.5% |
| Participant deferral / active EE | $2 | $462-99.6% | $16-88.3% | $462-99.6% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |