Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,167,675 |
LBI SOFTWARE INC1+ years Filed as: LBI Service code 16 · EIN 13-3118789 | Consulting | $391,157 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $242,123 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $119,900 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $76,784 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $31,624 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $16,969 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE ICS Service code 49 51 MERCEDES WAY · EDGEWOOD, NY 11717 | Other Services | $13,631 |
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 61 | Distribution (12b-1) fees; Finders' f... | $12,930 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Distr... | $5,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,678 | $96,400+43.9% | $149,718-7.4% | $177,276-21.8% |
| Participation rate | 92.0% | 88.9%+3.0pp | 87.1%+4.9pp | 74.8%+17.1pp |
| Annual return | 14.45% | 19.02%-4.6pp | 1501.63%-1487.2pp | 21.25%-6.8pp |
| Employer contribution / active EE | $3,739 | $3,680+1.6% | $5,445-31.3% | $2,479+50.8% |
| Participant deferral / active EE | $8,154 | $5,510+48.0% | $6,569+24.1% | $3,881+110.1% |
| Admin fee / account holder | $278 | $69+301.6% | $11,283-97.5% | $154+80.7% |