Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $738,343 |
FRANKLIN TEMPLETON4 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $346,911 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $215,759 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $208,886 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR I Service code 27 · EIN 36-7045783 | Advisory (Plan) | $179,210 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $169,834 |
AON CONSULTING7 years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $158,794 |
Service code 28 · EIN 36-7324183 | Investment Management | $17,732 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
BAKER & HOSTETLER LLP7 years Filed as: BAKER & HOSTETLER, LLP Service code 28 · EIN 34-0082025 | Investment Management | $6,079 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -19.64% | -14.80%-4.8pp | -38.86%+19.2pp | -14.80%-4.8pp |
| Employer contribution / active EE | $16,995 | $8,996+88.9% | $37,756-55.0% | $8,996+88.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |