| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,991,302 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $854,161 |
BLACKROCK4+ years Filed as: BLACKROCK INSTL TRUST CO, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $572,424 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $478,325 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $368,250 |
CROWE LLP2 years Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $32,818 |
HAGER STRATEGIC1 year Filed as: HAGER STRATEGIC, INC. Service code 16 · EIN 52-1942556 | Consulting | $11,600 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.63% | -1.92%-0.7pp | -2.18%-0.4pp | 73.13%-75.8pp |
| Employer contribution / active EE | $0 | $10,821-100.0% | $38,751-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |