Filed January 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $964,186 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $629,822 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $505,914 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $476,894 |
GOLDMAN SACHS4+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $334,934 |
Filed as: STATE STREET GLOBAL ADIVSORS Service code 25 · EIN 81-4017137 | Directed Trustee | $334,189 |
BLACKROCK4+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $240,637 |
Filed as: BRANDYWINE GLOBAL INV MGMNT LLC Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $157,974 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG, LLP Service code 49 · EIN 34-6565596 | Other Services | $141,002 |
COLGATE-PALMOLIVE COMPANY4+ years Service code 35 · EIN 13-1815595 | Direct payment from the plan; Employe... | $102,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $360,099 | $134,045+168.6% | $80,022+350.0% | $75,289+378.3% |
| Participation rate | 98.9% | 85.8%+13.2pp | 75.8%+23.1pp | 72.4%+26.5pp |
| Annual return | -11.12% | -0.56%-10.6pp | 11.22%-22.3pp | -0.04%-11.1pp |
| Employer contribution / active EE | $4,100 | $3,492+17.4% | $2,468+66.1% | $2,405+70.5% |
| Participant deferral / active EE | $9,243 | $4,976+85.7% | $3,686+150.8% | $3,739+147.2% |
| Admin fee / account holder | $444 | $124+258.5% | $6,521-93.2% | $102+334.1% |