| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $233,226 |
MEKETA INVESTMENT GROUP1 year Service code 16 205 SE SPOKANE STREET · PORTLAND, OR 97202 | Consulting | $109,291 |
MCKINSEY & COMPANY INC.3+ years Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $98,701 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Contract Administrator | $91,084 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 186 WOOD AVENUE S #4 · ISELIN, NJ 088302725 | Accounting | $45,427 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MN 554855159 | Bank Trustee | $20,131 |
PROSKAUER ROSE LLP2 years Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $10,001 |
FINANCIAL FINESSE1 year Service code 50 221 CALIFORNIA STREET · EL SEGUNDO, CA 90245 | Direct Payment | $8,837 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,527 | $100,589-41.8% | $136,298-57.1% | $177,276-67.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 81.9%+18.1pp | 74.8%+25.2pp |
| Annual return | 9.30% | 39.18%-29.9pp | 5156.27%-5147.0pp | 21.25%-12.0pp |
| Employer contribution / active EE | $10,923 | $3,259+235.1% | $4,696+132.6% | $2,479+340.6% |
| Participant deferral / active EE | $0 | $5,830-100.0% | $6,247-100.0% | $3,881-100.0% |
| Admin fee / account holder | $35 | $55-36.0% | $9,244-99.6% | $154-77.3% |