| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $997,094 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $358,428 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING CO LLC DBA ALIGHT Service code 13 · EIN 82-1061233 | Contract Administrator | $281,642 |
Service code 28 · EIN 13-5581829 | Investment Management | $249,403 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Investment management fees paid direc... | $71,918 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $54,700 |
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $41,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,195 | $82,204+25.5% | $127,803-19.3% | $82,204+25.5% |
| Participation rate | 97.9% | 73.4%+24.6pp | 79.0%+18.9pp | 73.4%+24.6pp |
| Annual return | 25.50% | 26.31%-0.8pp | 26.14%-0.6pp | 26.31%-0.8pp |
| Employer contribution / active EE | $6,450 | $2,707+138.3% | $4,576+41.0% | $2,707+138.3% |
| Participant deferral / active EE | $6,490 | $4,246+52.8% | $6,023+7.7% | $4,246+52.8% |
| Admin fee / account holder | $187 | $76+147.8% | $9,399-98.0% | $76+147.8% |