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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $161,584 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $153,162 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES Service code 17 · EIN 56-2457107 | Pension Consulting | $68,543 |
THE BANK OF NEW YORK MELLON3 years Service code 13 · EIN 13-5160382 | Contract Administrator | $41,149 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 84.63% | 9.47%+75.2pp | 7.32%+77.3pp | 15.63%+69.0pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |