Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $78,478 |
THE BANK OF NEW YORK MELLON7 years Service code 21 · EIN 13-5160382 | Bank Trustee | $36,624 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS Service code 14 · EIN 82-1061233 | Plan Administrator | $35,299 |
WITHUMSMITH+BROWN, PC9+ years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $7,971 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 21.81% | 8.04%+13.8pp | 9.17%+12.6pp | 8.76%+13.1pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |