Filed March 9, 2020
| Provider | Service type | Compensation |
|---|---|---|
EAGLE POINT4 years Service code 28 · EIN 98-1082344 | Investment Management | $470,000 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $361,000 |
AGILIS PARTNERS LLC2 years Service code 17 · EIN 04-3513306 | Pension Consulting | $178,000 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $102,000 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2507163 | Investment Management | $100,000 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $62,000 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $42,000 |
MERCER6+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 20-0193209 | Consulting | $6,000 |
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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -17.07% | -0.56%-16.5pp | -3.21%-13.9pp | 39.82%-56.9pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,051-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |