| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,805,563 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 48-1140940 | Investment Management | $660,606 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $583,908 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $289,275 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $248,404 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $97,306 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $85,000 |
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.
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 3.67% | 33.11%-29.4pp | 12.68%-9.0pp | 33.11%-29.4pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $41,626-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |