| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 82-1061233 2 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $746,090 |
MCKINSEY & COMPANY INC.8+ years Service code 15 · EIN 13-1826332 711 THIRD AVENUE, 4TH FLOOR · NEW YORK, NY 10017 | Recordkeeping | $297,594 |
MEKETA INVESTMENT GROUP6 years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $161,227 |
SC STONE CONSULTING3 years Service code 16 · EIN 84-3456753 610 N. MAIN STREET · BREESE, IL 62230 | Consulting | $78,379 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON LLC Service code 10 · EIN 36-6055558 186 WOOD AVE S #4 · ISELIN, NJ 08830 | Accounting | $73,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 240 GREENWICH STREET · NEW YORK, NY 10286 | Direct payment from the plan; Trustee... | $24,247 |
MERCER1 year Service code 17 · EIN 13-2834414 | Pension Consulting | $17,837 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NH 100368299 | Legal | $14,471 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,267 | $90,672-33.5% | $125,401-51.9% | $89,433-32.6% |
| Participation rate | 99.9% | 72.3%+27.6pp | 82.4%+17.5pp | 71.3%+28.6pp |
| Annual return | -7.05% | -6.42%-0.6pp | 572.53%-579.6pp | -11.88%+4.8pp |
| Employer contribution / active EE | $7,958 | $3,032+162.5% | $4,816+65.2% | $3,021+163.4% |
| Participant deferral / active EE | $0 | $7,210-100.0% | $7,448-100.0% | $5,125-100.0% |
| Admin fee / account holder | $49 | $69-29.7% | $10,008-99.5% | $79-38.9% |