Filed January 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $924,982 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $633,179 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $503,811 |
BLACKROCK7+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $500,265 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $337,811 |
STATE STREET GLOBAL ADVISORS7+ years Service code 25 · EIN 81-4017137 | Directed Trustee | $225,000 |
NEPC, LLC7+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $162,187 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $129,101 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG, LLP Service code 49 · EIN 34-6565596 | Other Services | $111,170 |
GROOM LAW GROUP7+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $39,795 |
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 | $461,600 | $114,195+304.2% | $106,554+333.2% | $93,010+396.3% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.1%+22.3pp | 73.9%+24.5pp |
| Annual return | 8.75% | 22.18%-13.4pp | 26.80%-18.1pp | 158.70%-150.0pp |
| Employer contribution / active EE | $6,793 | $4,009+69.5% | $2,819+141.0% | $2,705+151.1% |
| Participant deferral / active EE | $10,435 | $5,908+76.6% | $4,398+137.3% | $4,561+128.8% |
| Admin fee / account holder | $387 | $105+269.5% | $7,408-94.8% | $152+155.1% |