Filed March 9, 2020
| Provider | Service type | Compensation |
|---|---|---|
EAGLE POINT5 years Service code 28 · EIN 98-1082344 | Investment Management | $803,000 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $351,000 |
AGILIS PARTNERS LLC3 years Service code 17 · EIN 04-3513306 | Pension Consulting | $142,000 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $92,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES Service code 28 317 GRACE LANE · AUSTIN, TX 78746 | Investment Management | $80,000 |
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $46,000 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $43,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 11.59% | 9.98%+1.6pp | 12.68%-1.1pp | 22.81%-11.2pp |
| Employer contribution / active EE | $82,820 | $15,842+422.8% | $41,626+99.0% | $18,290+352.8% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |