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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $598,389 |
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $139,693 |
SEYFARTH SHAW LLP8 years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $72,361 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $27,700 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 99 PO BOX 95135 · CHICAGO, IL 606945135 | Other Fees | $17,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,107 | $73,034+24.7% | $76,891+18.5% | $80,187+13.6% |
| Participation rate | 65.5% | 78.1%-12.6pp | 69.6%-4.1pp | 72.9%-7.4pp |
| Annual return | -9.22% | 18.56%-27.8pp | 37.91%-47.1pp | 40.40%-49.6pp |
| Employer contribution / active EE | $2,623 | $2,779-5.6% | $2,534+3.5% | $2,980-12.0% |
| Participant deferral / active EE | $4,183 | $4,140+1.0% | $3,833+9.1% | $5,016-16.6% |
| Admin fee / account holder | $184 | $104+77.5% | $5,488-96.6% | $145+26.9% |