| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $96,959 |
Service code 11 · EIN 53-0181291 | Actuarial | $85,652 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $35,472 |
EXELON BUSINESS SERVICES CO5+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $34,687 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $26,105 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $15,945 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 14.40% | 20.56%-6.2pp | 13.45%+0.9pp | 53.27%-38.9pp |
| Employer contribution / active EE | $6,205 | $25,506-75.7% | $26,057-76.2% | $14,774-58.0% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |