| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-3064219 | Other Services | $800,566 |
ALIGHT SOLUTIONS LLC3+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $721,063 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $458,037 |
JEFFERIES LLC1 year Service code 49 · EIN 95-2622900 | Other Services | $75,085 |
ALBOURNE AMERICA LLC2 years Filed as: ALBOURNE AMERICA, LLC Service code 16 · EIN 91-2164625 | Consulting | $63,006 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $49,624 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $42,120 |
CAISSA LLC1 year Filed as: CAISSA, LLC Service code 49 · EIN 80-0803957 | Other Services | $25,913 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $25,137 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 49 · EIN 02-0712418 | Other Services | $16,878 |
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 | 5.60% | 8.28%-2.7pp | 8.46%-2.9pp | 9.11%-3.5pp |
| Employer contribution / active EE | $11,811 | $8,225+43.6% | $25,175-53.1% | $12,231-3.4% |
| 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% |