Filed September 1, 2017
Total covered: 722 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $924,741 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $664,047 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $359,858 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $339,505 |
WILLIAM BLAIR9+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $309,166 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $278,145 |
GOLDMAN SACHS8 years Filed as: GOLDMAN SACHS ASSET MANAGEMET Service code 28 · EIN 04-3211048 | Investment Management | $205,715 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $62,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $44,147 |
ALIGHT SOLUTIONS LLC9+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $16,541 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,494 | $126,505+87.7% | $147,318+61.2% | $126,505+87.7% |
| Participation rate | 96.7% | 81.0%+15.7pp | 82.1%+14.6pp | 81.0%+15.7pp |
| Annual return | 15.32% | 14.86%+0.5pp | 70.43%-55.1pp | 14.86%+0.5pp |
| Employer contribution / active EE | $3,297 | $4,041-18.4% | $4,593-28.2% | $4,041-18.4% |
| Participant deferral / active EE | $7,919 | $6,313+25.4% | $7,906+0.2% | $6,313+25.4% |
| Admin fee / account holder | $288 | $145+98.2% | $13,708-97.9% | $145+98.2% |