| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,073,231 |
BARON CAPITAL MANAGEMENT3 years Filed as: BARON CAPITAL MANAGEMENT INC. Service code 27 767 FIFTH AVENUE · NEW YORK, NY 10153 | Advisory (Plan) | $482,163 |
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $425,465 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $149,692 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $41,221 |
SEYFARTH SHAW LLP8+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $7,838 |
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 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -14.38% | 90.87%-105.2pp | 111.29%-125.7pp | 2.78%-17.2pp |
| Employer contribution / active EE | $0 | $19,322-100.0% | $46,003-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |