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 LLC5+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $970,892 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $296,538 |
LBI SOFTWARE INC2 years Filed as: LBI SOFTWARE ENGINEERING Service code 16 · EIN 13-3118789 | Consulting | $255,826 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $105,480 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $42,835 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $25,061 |
MATRIX TRUST COMPANY5+ years Filed as: BROADRIDGE ICS Service code 49 51 MERCEDES WAY · EDGEWOOD, NY 11717 | Other Services | $19,786 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,623 |
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 | $194,743 | $136,780+42.4% | $189,513+2.8% | $101,517+91.8% |
| Participation rate | 98.8% | 90.9%+8.0pp | 87.8%+11.0pp | 74.6%+24.3pp |
| Annual return | 13.16% | 37.00%-23.8pp | 555.15%-542.0pp | 21.00%-7.8pp |
| Employer contribution / active EE | $8,946 | $4,857+84.2% | $6,162+45.2% | $2,973+200.9% |
| Participant deferral / active EE | $11,153 | $7,572+47.3% | $8,221+35.7% | $4,873+128.9% |
| Admin fee / account holder | $38 | $64-41.4% | $12,045-99.7% | $139-73.0% |