| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $292,460 |
EXELON BUSINESS SERVICES CO1+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $116,750 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $102,996 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $80,840 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $76,280 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE Service code 16 · EIN 20-4748747 | Consulting | $21,930 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $16,900 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 49 · EIN 13-3806691 | Other Services | $7,883 |
ALBOURNE AMERICA LLC1+ years Service code 16 · EIN 91-2164625 | Consulting | $7,425 |
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 | 8.37% | 10.14%-1.8pp | 8.31%+0.1pp | 15.63%-7.3pp |
| Employer contribution / active EE | $62,872 | $16,339+284.8% | $21,002+199.4% | $11,476+447.9% |
| 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% |