| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 28 · EIN 82-1061233 4 OVERLOOK POINT, SIDE B · LINCOLNSHIRE, IL 60069 | Investment Management | $352,391 |
AON CONSULTING4+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $221,868 |
INVESCO2 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $175,124 |
SSBT1 year Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $143,461 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $100,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 28 · EIN 81-4017137 | Investment Management | $80,447 |
BLACK & PINCKARD LLC3 years Filed as: BLACK ROCK FINANCIAL Service code 21 · EIN 94-3112180 | Bank Trustee | $26,404 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG U.S. LPP Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $22,476 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $7,950 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,170 | $118,101-4.2% | $106,387+6.4% | $75,289+50.3% |
| Participation rate | 76.1% | 81.4%-5.3pp | 77.5%-1.3pp | 72.4%+3.7pp |
| Annual return | -4.03% | -2.42%-1.6pp | 0.25%-4.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $4,985 | $2,880+73.1% | $3,520+41.6% | $2,405+107.3% |
| Participant deferral / active EE | $6,036 | $4,681+28.9% | $5,421+11.3% | $3,739+61.5% |
| Admin fee / account holder | $292 | $85+245.6% | $7,510-96.1% | $102+185.6% |