Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $736,723 |
LBI SOFTWARE INC1 year Filed as: LBI SOFTWARE ENGINEERING Service code 16 · EIN 13-3118789 | Consulting | $348,671 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $239,330 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $167,114 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $91,668 |
KILPATRICK TOWNSEND4+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $63,862 |
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $46,580 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 12 · EIN 13-5581829 | Contract Administrator; Claims proces... | $40,688 |
ALIGHT SOLUTIONS LLC4+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 61 | Distribution (12b-1) fees; Finders' f... | $20,474 |
DONNELLEY FINANCIAL LLC1 year Filed as: DONNELLEY FINANCIAL SOLUTIONS Service code 27 35 WEST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $14,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,801 | $122,602+23.0% | $177,821-15.2% | $93,223+61.8% |
| Participation rate | 96.7% | 91.3%+5.4pp | 87.7%+8.9pp | 74.9%+21.8pp |
| Annual return | 10.77% | 22.53%-11.8pp | 48.32%-37.6pp | 19.29%-8.5pp |
| Employer contribution / active EE | $6,485 | $4,338+49.5% | $5,918+9.6% | $2,680+142.0% |
| Participant deferral / active EE | $9,783 | $7,134+37.1% | $7,714+26.8% | $4,563+114.4% |
| Admin fee / account holder | $321 | $62+420.4% | $12,427-97.4% | $79+304.9% |