| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 28 · EIN 82-1061233 4 OVERLOOK POINT, SIDE B · LINCOLNSHIRE, IL 60069 | Investment Management | $401,864 |
INVESCO4 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $181,258 |
SSBT3 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $116,119 |
STATE STREET GLOBAL ADVISORS4 years Filed as: SSGA Service code 28 · EIN 81-4017137 | Investment Management | $112,318 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $100,000 |
AON CONSULTING6+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $74,182 |
BLACK & PINCKARD LLC5 years Filed as: BLACK ROCK FINANCIAL Service code 21 · EIN 94-3112180 | Bank Trustee | $25,870 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $15,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $7,350 |
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 | $158,832 | $143,525+10.7% | $379,746-58.2% | $90,274+75.9% |
| Participation rate | 82.2% | 82.9%-0.7pp | 78.4%+3.8pp | 73.4%+8.9pp |
| Annual return | 10.87% | 18.97%-8.1pp | 34.90%-24.0pp | 53.97%-43.1pp |
| Employer contribution / active EE | $5,852 | $3,201+82.8% | $3,540+65.3% | $2,523+131.9% |
| Participant deferral / active EE | $7,656 | $5,231+46.4% | $6,024+27.1% | $4,231+81.0% |
| Admin fee / account holder | $409 | $100+307.8% | $7,927-94.8% | $114+258.9% |