Filed January 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,000,000 |
MERCER3+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $872,660 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $598,940 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $504,111 |
STATE STREET GLOBAL ADVISORS3+ years Service code 25 · EIN 04-1867445 | Directed Trustee | $366,916 |
GOLDMAN SACHS3+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $322,547 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $297,382 |
BLACKROCK3+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $225,925 |
NEPC, LLC3+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $180,094 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $144,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $450,756 | $90,410+398.6% | $91,004+395.3% | $77,958+478.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 75.6%+24.4pp | 71.6%+28.4pp |
| Annual return | 16.51% | 21.34%-4.8pp | 4.60%+11.9pp | 20.87%-4.4pp |
| Employer contribution / active EE | $4,145 | $3,392+22.2% | $2,456+68.8% | $2,310+79.4% |
| Participant deferral / active EE | $9,319 | $4,816+93.5% | $3,548+162.7% | $3,537+163.5% |
| Admin fee / account holder | $580 | $79+635.1% | $5,417-89.3% | $97+495.9% |