Filed February 7, 2020 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $739,422 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $398,903 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $298,051 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $209,586 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $198,795 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR I Service code 27 · EIN 36-7045783 | Advisory (Plan) | $163,134 |
NEPC, LLC7+ years Service code 16 · EIN 26-1429809 | Consulting | $147,704 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $80,157 |
AON CONSULTING6 years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $74,294 |
Service code 27 | Advisory (Plan) | $65,638 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 3.68% | 45.95%-42.3pp | 10.75%-7.1pp | 19.39%-15.7pp |
| Employer contribution / active EE | $0 | $4,551-100.0% | $35,170-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |