Filed January 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,014,211 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $497,851 |
BLACKROCK6+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $490,521 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $447,861 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $350,114 |
GOLDMAN SACHS6+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $305,679 |
STATE STREET GLOBAL ADVISORS6+ years Service code 25 · EIN 81-4017137 | Directed Trustee | $295,758 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $179,025 |
Filed as: BRANDYWINE GLOBAL INV MGMNT LLC Service code 28 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $128,997 |
COLGATE-PALMOLIVE COMPANY6+ years Service code 35 · EIN 13-1815595 | Employee (plan sponsor); Direct payme... | $79,590 |
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 | $454,967 | $105,190+332.5% | $98,920+359.9% | $90,274+404.0% |
| Participation rate | 98.7% | 86.4%+12.4pp | 76.0%+22.7pp | 73.4%+25.4pp |
| Annual return | 19.94% | 18.52%+1.4pp | 196.47%-176.5pp | 53.97%-34.0pp |
| Employer contribution / active EE | $4,122 | $3,831+7.6% | $2,689+53.3% | $2,523+63.4% |
| Participant deferral / active EE | $9,462 | $5,616+68.5% | $4,245+122.9% | $4,231+123.7% |
| Admin fee / account holder | $382 | $97+292.3% | $6,643-94.3% | $114+234.8% |