| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $939,093 |
EXELON BUSINESS SERVICES CO4 years Service code 14 · EIN 23-3063219 | Plan Administrator | $436,286 |
Service code 11 · EIN 53-0181291 | Actuarial | $357,820 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $326,649 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $295,836 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $42,453 |
ALBOURNE AMERICA LLC2 years Service code 16 · EIN 91-2164625 | Consulting | $28,679 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $21,626 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $18,070 |
CAISSA LLC2 years Service code 49 77 WATER STREET · NEW YORK, NY 10005 | Other Services | $16,349 |
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 | $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 | 18.09% | 17.95%+0.1pp | 13.45%+4.6pp | 21.83%-3.7pp |
| Employer contribution / active EE | $17,651 | $16,835+4.8% | $26,057-32.3% | $12,237+44.2% |
| 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% |