| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $353,880 |
MCKINSEY & COMPANY INC.4+ years Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $95,743 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $67,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MI 554855159 | Bank Trustee | $26,005 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $20,544 |
FINANCIAL FINESSE2 years Service code 50 · EIN 94-3333910 221 CALIFORNIA STREET · EL SEGUNDO, CA 90245 | Direct Payment | $9,362 |
BENZ COMMUNICATIONS1 year Service code 50 ELEVEN TIMES SQUARE · SAN FRANCISCO, CA 94103 | Direct Payment | $8,880 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 50 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Direct Payment | $5,419 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,312 | $83,812-34.0% | $123,553-55.2% | $68,904-19.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.3%+17.7pp | 74.1%+25.9pp |
| Annual return | -0.67% | 0.60%-1.3pp | 119.21%-119.9pp | 1.07%-1.7pp |
| Employer contribution / active EE | $7,219 | $2,924+146.9% | $4,628+56.0% | $2,540+184.2% |
| Participant deferral / active EE | $0 | $5,609-100.0% | $6,426-100.0% | $4,015-100.0% |
| Admin fee / account holder | $31 | $65-52.4% | $9,284-99.7% | $71-56.6% |