Filed January 31, 2023 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2+ years Service code 16 · EIN 82-1061233 | Consulting | $2,947,537 |
AON CONSULTING2+ years Filed as: AON INVESTMENT USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $2,000,000 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $835,118 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $421,809 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $406,917 |
Filed as: JP MORGAN CHASE BANK N.A. Service code 28 · EIN 13-4994650 | Investment Management | $321,618 |
Service code 28 · EIN 20-8058531 | Investment Management | $237,359 |
BAKER & HOSTETLER LLP2+ years Service code 29 · EIN 34-0082025 | Legal | $224,897 |
PRISA III2+ years Service code 28 · EIN 26-0483199 | Investment Management | $171,213 |
Service code 28 · EIN 84-4213671 | Investment Management | $69,601 |
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.63% | 8.48%-2.9pp | 5.04%+0.6pp | 8.48%-2.9pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $26,454-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |