| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $367,464 |
CREDIT SUISSE7 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $222,000 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $175,283 |
THOMPSON HINE5 years Service code 15 · EIN 34-0575300 | Recordkeeping | $94,343 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $56,400 |
BUCK GLOBAL, LLC8+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,203 | $119,153+137.7% | $151,634+86.8% | $78,104+262.6% |
| Participation rate | 99.7% | 92.5%+7.2pp | 87.5%+12.2pp | 74.5%+25.2pp |
| Annual return | -19.21% | -10.83%-8.4pp | 3.32%-22.5pp | 10.90%-30.1pp |
| Employer contribution / active EE | $8,161 | $5,298+54.0% | $6,165+32.4% | $3,128+160.9% |
| Participant deferral / active EE | $19,587 | $8,624+127.1% | $8,363+134.2% | $5,089+284.9% |
| Admin fee / account holder | $67 | $69-2.7% | $11,614-99.4% | $79-15.3% |