| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,296,144 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $2,038,503 |
Service code 49 · EIN 23-3064219 | Other Services | $1,344,920 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $465,351 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $395,697 |
ALBOURNE AMERICA LLC1+ years Filed as: ALBOURNE AMERICA, LLC Service code 16 · EIN 91-2164625 | Consulting | $85,514 |
OBERWEIS ASSET MANAGEMENT INC1+ years Service code 49 · EIN 36-4106772 | Other Services | $32,272 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691 | Other Services | $23,504 |
EVESTMENT ALLIANCE LLC1+ years Service code 16 · EIN 58-2540972 | Consulting | $18,935 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $11,926 |
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 0.00% | -14.80%+14.8pp | 179.55%-179.6pp | -14.80%+14.8pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $24,917-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $463-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |