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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 PO BOX 95135 · CHICAGO, IL 606945135 | Recordkeeping | $95,185 |
Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $90,897 |
Filed as: MARATHON LONDON ASSET MANAGEMENT Service code 28 | Investment Management | $83,726 |
NUMERIC INVESTORS LLC1 year Service code 28 · EIN 04-3068821 | Investment Management | $70,349 |
HARTLAND & CO1 year Filed as: HARTLAND & CO LLC Service code 28 1100 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Investment Management | $59,967 |
CITADEL ADVISORS, LLC1 year Service code 28 · EIN 46-1648666 | Investment Management | $34,823 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $32,021 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $30,682 |
GOLDMAN SACHS1 year Filed as: 1607 CAPITAL PARTNERS, LLC Service code 28 · EIN 26-0529973 | Investment Management | $28,757 |
Filed as: RYAN LABS ASSET MANAGEMENT INC Service code 28 · EIN 47-3503928 | Investment Management | $25,577 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.26% | 9.64%-15.9pp | -102.04%+95.8pp | 33.37%-39.6pp |
| Employer contribution / active EE | $30,973 | $8,034+285.5% | $36,232-14.5% | $11,253+175.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |