Filed March 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT HOLDING COMPANY LLC Service code 50 · EIN 82-1061233 | Direct Payment | $86,525 |
Filed as: PRUDENTIAL TRUST CO./JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $63,252 |
DWS FUNDS1 year Filed as: RREEF AMERICA II LP Service code 28 222 RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $45,924 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC. Service code 49 · EIN 06-1053228 | Other Services | $32,715 |
CALLAN ASSOCIATES5 years Filed as: CALLAN HOLDINGS INC Service code 16 · EIN 82-2748926 | Consulting | $15,759 |
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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 | 3.63% | 8.04%-4.4pp | 9.17%-5.5pp | 8.76%-5.1pp |
| 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% | - |