| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $2,385,920 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $2,068,606 |
NUMERIC INVESTORS LLC3+ years Filed as: NUMERIC Service code 28 · EIN 04-3068821 | Investment Management | $1,552,521 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160381 | Other services; Custodial (other than... | $1,038,546 |
ARROWSTREET CAPITAL3+ years Filed as: ARROW STREET Service code 28 · EIN 04-3472863 | Investment Management | $882,117 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $612,321 |
Filed as: MATTHEWS INTL CAPITAL MGT LLC Service code 26 · EIN 94-3250972 | Advisory (Participants) | $595,963 |
GAM USA INC.1 year Filed as: GAM Service code 28 | Investment Management | $359,446 |
Filed as: BURGUNDY ASSET MANAGEMENT Service code 28 | Investment Management | $349,880 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $32,148 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 13.45% | 13.90%-0.5pp | 10.36%+3.1pp | 1057.21%-1043.8pp |
| Employer contribution / active EE | $0 | $9,853-100.0% | $37,738-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |