Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,092,626 |
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $629,215 |
DODGE & COX2 years Service code 28 PO BOX 8422 · BOSTON, MA 022668422 | Investment Management | $445,858 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $171,655 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $66,145 |
MEADEN & MOORE, LTD.1 year Service code 10 · EIN 34-1818258 | Accounting | $44,800 |
BLACKROCK1 year Filed as: BLACKROCK INSTUTIONAL TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $13,146 |
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 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 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 1.20% | -1.92%+3.1pp | -2.18%+3.4pp | 73.13%-71.9pp |
| Employer contribution / active EE | $0 | $10,821-100.0% | $38,751-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |