| Provider | Service type | Compensation |
|---|---|---|
EXELON BUSINESS SERVICES CO9+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $3,020,400 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,513,027 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $1,635,924 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $624,877 |
ALBOURNE AMERICA LLC7 years Filed as: ALBOURNE AMERICA, LLC Service code 16 · EIN 91-2164625 | Consulting | $254,739 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE INC Service code 16 · EIN 20-4748747 | Consulting | $213,265 |
CAISSA LLC1 year Filed as: CAISSA, LLC Service code 49 · EIN 80-0803957 | Other Services | $160,128 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $84,740 |
BLOOMBERG FINANCE LP7 years Service code 49 · EIN 13-3417984 | Other Services | $72,619 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691 | Other Services | $56,175 |
Employer contribution per participant 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 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 6.55% | 33.11%-26.6pp | 8.46%-1.9pp | 33.11%-26.6pp |
| Employer contribution / active EE | $1,124 | $9,000-87.5% | $25,175-95.5% | $9,000-87.5% |
| Participant deferral / active EE | $0 | $680-100.0% | $181-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |