| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,622,372 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 28 · EIN 48-1140940 | Investment Management | $988,602 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $771,431 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $351,172 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $95,000 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $63,900 |
AON CONSULTING1 year Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $13,666 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -26.78% | -14.80%-12.0pp | -3.21%-23.6pp | -14.80%-12.0pp |
| Employer contribution / active EE | $6,877 | $8,996-23.6% | $46,051-85.1% | $8,996-23.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |