Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $657,895 |
INCOME RESEARCH & MANAGEMENT10+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $483,543 |
FRANKLIN TEMPLETON6 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $317,512 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 27 · EIN 36-7045783 | Advisory (Plan) | $265,219 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $223,147 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $175,422 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $155,493 |
AON CONSULTING2 years Service code 16 · EIN 22-2232264 | Consulting | $84,770 |
PLANTE & MORAN, PLLC9 years Service code 10 · EIN 33-1498605 | Accounting | $15,000 |
BAKER & HOSTETLER LLP9 years Filed as: BAKER & HOSTETLER, LLP Service code 28 · EIN 34-0082025 | Investment Management | $9,890 |
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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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 4.46% | 8.48%-4.0pp | 9.82%-5.4pp | 8.48%-4.0pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $30,322-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |