Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $569,780 |
INCOME RESEARCH & MANAGEMENT9+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $460,156 |
FRANKLIN TEMPLETON5 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $418,143 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $227,474 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 27 · EIN 36-7045783 | Advisory (Plan) | $198,905 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $194,901 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $186,279 |
Service code 28 · EIN 20-8058531 | Investment Management | $149,751 |
PLANTE & MORAN, PLLC8 years Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
BAKER & HOSTETLER LLP8 years Filed as: BAKER & HOSTETLER, LLP Service code 28 · EIN 34-0082025 | Investment Management | $9,250 |
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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 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 7.55% | 33.11%-25.6pp | 32.33%-24.8pp | 33.11%-25.6pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $33,964-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |