| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $777,552 |
MCKINSEY & COMPANY INC.7+ years Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $300,879 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $180,111 |
Filed as: BNY MELLON Service code 18 · EIN 13-5160382 240 GREENWICH STREET · NEW YORK, NY 10286 | Custodial (other than securities); Tr... | $114,159 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $80,595 |
SC STONE CONSULTING2 years Service code 16 · EIN 84-3456753 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $79,542 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $73,825 |
FINANCIAL FINESSE5 years Service code 50 · EIN 94-3333910 221 CALIFORNIA STREET · EL SEGUNDO, CA 90245 | Direct Payment | $22,514 |
AON CONSULTING1 year Filed as: AON INVESTMENT Service code 17 · EIN 36-3109431 200 E. RANDOLPH STREET · CHIGAGO, IL 60601 | Pension Consulting | $10,967 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 50 333 SOUTH SEVENTH STREET · MINNEAPOLIS, MN 55402 | Direct Payment | $5,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,568 | $107,662-33.5% | $159,495-55.1% | $106,520-32.8% |
| Participation rate | 99.8% | 69.4%+30.4pp | 82.8%+17.0pp | 71.3%+28.5pp |
| Annual return | 15.62% | 22.17%-6.6pp | 263.72%-248.1pp | 19.28%-3.7pp |
| Employer contribution / active EE | $7,777 | $2,741+183.7% | $4,831+61.0% | $2,840+173.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $7,354-100.0% | $4,948-100.0% |
| Admin fee / account holder | $67 | $69-2.6% | $10,804-99.4% | $75-10.3% |