| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,205,926 |
EXELON BUSINESS SERVICES CO7+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $3,011,151 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $2,251,033 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $1,753,437 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE Service code 16 · EIN 20-4748747 | Consulting | $983,594 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $789,837 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691 | Other Services | $238,346 |
ALBOURNE AMERICA LLC5 years Filed as: ALBOURNE AMERICA, LLC Service code 16 · EIN 91-2164625 | Consulting | $225,124 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $65,393 |
CAISSA LLC4 years Service code 49 · EIN 80-0703957 | Other Services | $58,124 |
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 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 7.03% | 13.51%-6.5pp | 8.31%-1.3pp | 13.51%-6.5pp |
| Employer contribution / active EE | $32,106 | $8,170+293.0% | $21,002+52.9% | $8,170+293.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $224-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |