| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 28 · EIN 82-1061233 4 OVERLOOK POINT, SIDE B · LINCOLNSHIRE, IL 60069 | Investment Management | $436,443 |
INVESCO5 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $179,734 |
SSBT4 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $179,330 |
STATE STREET GLOBAL ADVISORS5 years Filed as: SSGA Service code 28 · EIN 81-4017137 | Investment Management | $132,022 |
AON CONSULTING7+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $100,000 |
BLACK & PINCKARD LLC6 years Filed as: BLACK ROCK FINANCIAL Service code 21 · EIN 94-3112180 | Bank Trustee | $49,698 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $27,336 |
AON CONSULTING7+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $25,000 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $7,613 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,680 | $89,904+96.5% | $453,569-61.0% | $86,828+103.5% |
| Participation rate | 91.9% | 75.7%+16.2pp | 78.0%+13.9pp | 72.3%+19.6pp |
| Annual return | 12.25% | 19.72%-7.5pp | 64.43%-52.2pp | 97.95%-85.7pp |
| Employer contribution / active EE | $7,400 | $3,279+125.7% | $4,072+81.7% | $2,406+207.5% |
| Participant deferral / active EE | $9,687 | $5,114+89.4% | $6,211+56.0% | $4,132+134.4% |
| Admin fee / account holder | $543 | $156+248.6% | $11,214-95.2% | $170+220.2% |