| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $778,088 |
MEKETA INVESTMENT GROUP4 years Service code 27 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $289,273 |
MCKINSEY & COMPANY INC.6+ years Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $181,338 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $70,442 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $49,293 |
SC STONE CONSULTING1 year Service code 16 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $30,895 |
FINANCIAL FINESSE4 years Service code 50 · EIN 94-3333910 221 CALIFORNIA STREET · EL SEGUNDO, CA 90245 | Direct Payment | $18,346 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 50 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Direct Payment | $11,644 |
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 | $69,338 | $97,541-28.9% | $149,751-53.7% | $106,273-34.8% |
| Participation rate | 99.8% | 66.8%+33.0pp | 82.5%+17.4pp | 70.8%+29.0pp |
| Annual return | 10.32% | 24.23%-13.9pp | 276.71%-266.4pp | 21.70%-11.4pp |
| Employer contribution / active EE | $9,499 | $2,504+279.4% | $4,646+104.5% | $2,722+248.9% |
| Participant deferral / active EE | $0 | $6,023-100.0% | $6,843-100.0% | $4,601-100.0% |
| Admin fee / account holder | $67 | $72-6.4% | $9,312-99.3% | $78-14.4% |