Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $347,233 |
Service code 11 · EIN 53-0181291 | Actuarial | $71,124 |
EXELON BUSINESS SERVICES CO4 years Service code 14 · EIN 23-3063219 | Plan Administrator | $35,557 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $17,871 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $17,498 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $13,545 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.96% | 17.95%-6.0pp | 13.45%-1.5pp | 21.83%-9.9pp |
| Employer contribution / active EE | $7,731 | $16,835-54.1% | $26,057-70.3% | $12,237-36.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |