| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $424,197 |
MCKINSEY & COMPANY INC.5+ years Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $106,914 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $72,748 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $66,494 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MI 554855159 | Bank Trustee | $27,945 |
MEKETA INVESTMENT GROUP3 years Service code 27 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $12,350 |
FINANCIAL FINESSE3 years Service code 50 · EIN 94-3333910 221 CALIFORNIA STREET · EL SEGUNDO, CA 90245 | Direct Payment | $8,927 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 50 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Direct Payment | $5,884 |
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 | $62,727 | $95,048-34.0% | $141,200-55.6% | $82,204-23.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 16.35% | 26.89%-10.5pp | 71.41%-55.1pp | 26.31%-10.0pp |
| Employer contribution / active EE | $7,459 | $2,921+155.4% | $4,736+57.5% | $2,707+175.5% |
| Participant deferral / active EE | $0 | $5,907-100.0% | $6,710-100.0% | $4,246-100.0% |
| Admin fee / account holder | $36 | $78-54.2% | $10,265-99.7% | $76-53.0% |