| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $555,227 |
EXELON BUSINESS SERVICES CO8 years Service code 14 · EIN 23-3063219 | Plan Administrator | $514,965 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $263,056 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $210,859 |
ALBOURNE AMERICA LLC6 years Service code 16 · EIN 91-2164625 | Consulting | $41,230 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE INC Service code 16 · EIN 20-4748747 | Consulting | $30,568 |
CAISSA LLC1 year Filed as: CAISSA, LLC Service code 49 · EIN 80-0803957 | Other Services | $23,757 |
MITCHELL & TITUS, LLP6 years Service code 10 · EIN 13-2781641 | Accounting | $21,390 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $12,394 |
BLOOMBERG FINANCE LP7 years Service code 49 · EIN 13-3417984 | Other Services | $11,566 |
Annual investment return 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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 6.50% | 8.28%-1.8pp | 8.46%-2.0pp | 9.11%-2.6pp |
| Employer contribution / active EE | $8,306 | $8,225+1.0% | $25,175-67.0% | $12,231-32.1% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |