| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $529,836 |
CREDIT SUISSE4 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $411,833 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $142,181 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $38,500 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $22,619 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $15,000 |
THOMPSON HINE2 years Service code 15 · EIN 34-0575300 | Recordkeeping | $6,682 |
DECHERT LLP1 year Service code 29 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 100366797 | Legal | $5,517 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $267,909 | $110,760+141.9% | $162,185+65.2% | $82,204+225.9% |
| Participation rate | 99.4% | 92.7%+6.7pp | 87.6%+11.8pp | 73.4%+26.0pp |
| Annual return | 24.56% | 22.97%+1.6pp | 115.61%-91.0pp | 26.31%-1.7pp |
| Employer contribution / active EE | $7,684 | $4,437+73.2% | $5,613+36.9% | $2,707+183.8% |
| Participant deferral / active EE | $16,148 | $6,652+142.8% | $7,297+121.3% | $4,246+280.3% |
| Admin fee / account holder | $70 | $65+7.0% | $10,844-99.4% | $76-7.8% |