| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $131,738 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $94,538 |
EXELON BUSINESS SERVICES CO1+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $62,231 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $58,155 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $48,250 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $17,400 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE Service code 16 · EIN 20-4748747 | Consulting | $8,687 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 49 · EIN 13-3806691 | Other Services | $6,037 |
ALBOURNE AMERICA LLC1+ years Filed as: ALBOURNE AMERICA, LLC Service code 16 · EIN 91-2164625 | Consulting | $5,819 |
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 7.66% | 8.60%-0.9pp | 8.31%-0.6pp | 13.24%-5.6pp |
| Employer contribution / active EE | $0 | $19,393-100.0% | $21,002-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |