| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 28 · EIN 82-1061233 4 OVERLOOK POINT, SIDE B · LINCOLNSHIRE, IL 60069 | Investment Management | $341,317 |
INVESCO3 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $176,991 |
AON CONSULTING5+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $143,620 |
SSBT2 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $134,310 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA Service code 28 · EIN 81-4017137 | Investment Management | $133,603 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $100,000 |
BLACK & PINCKARD LLC4 years Filed as: BLACK ROCK FINANCIAL Service code 21 · EIN 94-3112180 | Bank Trustee | $44,726 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG U.S. LPP Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $8,250 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $7,524 |
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.
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 | $133,907 | $127,218+5.3% | $392,568-65.9% | $77,775+72.2% |
| Participation rate | 76.7% | 82.0%-5.3pp | 78.1%-1.4pp | 73.2%+3.5pp |
| Annual return | 19.01% | 25.27%-6.3pp | 24.42%-5.4pp | 32.58%-13.6pp |
| Employer contribution / active EE | $5,278 | $3,064+72.3% | $3,783+39.5% | $2,504+110.8% |
| Participant deferral / active EE | $6,700 | $4,820+39.0% | $5,985+11.9% | $3,966+68.9% |
| Admin fee / account holder | $314 | $89+253.0% | $6,260-95.0% | $100+214.0% |