| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $859,558 |
EXELON BUSINESS SERVICES CO6 years Service code 14 · EIN 23-3063219 | Plan Administrator | $374,378 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $267,197 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $219,242 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $212,327 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE Service code 16 · EIN 20-4748747 | Consulting | $95,668 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691 | Other Services | $28,036 |
ALBOURNE AMERICA LLC4 years Service code 16 · EIN 91-2164625 | Consulting | $26,796 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $19,400 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $6,895 |
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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 6.42% | 10.14%-3.7pp | 8.31%-1.9pp | 15.63%-9.2pp |
| Employer contribution / active EE | $12,652 | $16,339-22.6% | $21,002-39.8% | $11,476+10.3% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |