| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $976,816 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $770,361 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN GROUP LLC Service code 28 1290 AVENUE OF AMERICAS · NEW YORK, NY 10104 | Investment Management | $141,259 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $47,176 |
SEYFARTH SHAW LLP10+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $36,866 |
BARON CAPITAL MANAGEMENT5 years Filed as: BARON CAPITAL MANAGEMENT INC. Service code 27 767 FIFTH AVENUE · NEW YORK, NY 10153 | Advisory (Plan) | $0 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.12% | 8.76%-1.6pp | 3.39%+3.7pp | 8.76%-1.6pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $31,780-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $83-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |