| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-3064219 | Plan Administrator | $2,681,060 |
ALIGHT SOLUTIONS LLC2+ years Service code 15 · EIN 82-0161233 | Recordkeeping | $766,400 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $533,090 |
JEFFERIES LLC1 year Service code 49 · EIN 95-2622900 | Other Services | $485,317 |
ALBOURNE AMERICA LLC2+ years Filed as: ALBOURNE AMERICA, LLC Service code 16 · EIN 91-2164625 | Consulting | $273,334 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $197,245 |
CAISSA LLC2+ years Filed as: CAISSA, LLC Service code 49 · EIN 80-0803957 | Other Services | $117,601 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN Service code 16 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $110,036 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $92,834 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 49 · EIN 02-0712418 | Other Services | $62,332 |
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 | 5.41% | 8.28%-2.9pp | 8.46%-3.1pp | 9.11%-3.7pp |
| Employer contribution / active EE | $22,750 | $8,225+176.6% | $25,175-9.6% | $12,231+86.0% |
| 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% |