| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,604,831 |
EXELON BUSINESS SERVICES CO5+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $3,548,896 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $2,775,649 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $2,556,364 |
Service code 11 · EIN 53-0181291 | Actuarial | $1,318,639 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $356,583 |
ALBOURNE AMERICA LLC3 years Filed as: ALBOURNE AMERICA, LLC Service code 16 · EIN 91-2164625 | Consulting | $248,884 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $181,486 |
CAISSA LLC2 years Service code 49 77 WATER STREET · NEW YORK, NY 10005 | Other Services | $159,417 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691 | Other Services | $101,546 |
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 41.40% | 24.48%+16.9pp | 13.45%+27.9pp | 24.48%+16.9pp |
| Employer contribution / active EE | $17,790 | $9,418+88.9% | $26,057-31.7% | $9,418+88.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $181-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |