Filed February 20, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTION LLC Service code 21 · EIN 82-1061233 | Bank Trustee | $770,656 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $740,859 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, N.A Service code 21 · EIN 13-4994650 | Bank Trustee | $350,738 |
REED SMITH LLP4+ years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $103,241 |
NEUBERGER BERMAN4+ years Service code 28 · EIN 36-4196764 | Investment Management | $67,848 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $47,253 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $44,434 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $29,260 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -3.43% | -2.85%-0.6pp | -3.29%-0.1pp | 33.37%-36.8pp |
| Employer contribution / active EE | $30,374 | $7,024+332.5% | $36,762-17.4% | $11,253+169.9% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |