| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,043,468 |
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $655,191 |
BARON CAPITAL MANAGEMENT2 years Filed as: BARON CAPITAL MANAGEMENT INC. Service code 27 767 FIFTH AVENUE · NEW YORK, NY 10153 | Advisory (Plan) | $551,182 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $138,797 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 13 · EIN 56-6433588 | Contract Administrator | $99,736 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $50,000 |
SEYFARTH SHAW LLP7+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $30,183 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $22,405 |
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 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 14.07% | 9.71%+4.4pp | 4.92%+9.2pp | 13.24%+0.8pp |
| Employer contribution / active EE | $0 | $11,854-100.0% | $39,114-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |