| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 11 · EIN 82-1061233 | Actuarial | $400,981 |
CREDIT SUISSE1 year Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $398,375 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-0659306 | Bank Trustee | $133,564 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $116,622 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $105,265 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $96,256 |
Filed as: STATE STREET GLOBAL ADVISORS CO Service code 18 · EIN 81-4017137 | Custodial (securities); Non-monetary ... | $73,560 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $69,429 |
HAGER STRATEGIC1 year Service code 16 1320 19TH ST NW · WASHINGTON, DC 20036 | Consulting | $59,263 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $38,500 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 18.75% | 33.70%-14.9pp | 14.64%+4.1pp | 53.27%-34.5pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |