Filed January 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $985,633 |
Service code 16 · EIN 53-0181291 | Consulting | $683,507 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $471,652 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $471,001 |
STATE STREET GLOBAL ADVISORS5+ years Service code 25 · EIN 81-4017137 | Directed Trustee | $311,615 |
BLACKROCK5+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $248,293 |
GOLDMAN SACHS5+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $210,490 |
NEPC, LLC5+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $156,633 |
Filed as: BRANDYWINE GLOBAL INV MGMNT LLC Service code 28 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $105,787 |
COLGATE-PALMOLIVE COMPANY5+ years Service code 35 · EIN 13-1815595 | Employee (plan sponsor); Direct payme... | $104,560 |
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 | $403,183 | $96,403+318.2% | $93,621+330.7% | $77,775+418.4% |
| Participation rate | 98.7% | 87.6%+11.1pp | 75.8%+22.9pp | 73.2%+25.5pp |
| Annual return | 19.90% | 39.36%-19.5pp | 32.76%-12.9pp | 32.58%-12.7pp |
| Employer contribution / active EE | $3,949 | $3,616+9.2% | $2,719+45.2% | $2,504+57.7% |
| Participant deferral / active EE | $8,984 | $5,341+68.2% | $4,070+120.8% | $3,966+126.5% |
| Admin fee / account holder | $459 | $90+412.7% | $7,890-94.2% | $100+358.6% |