Filed September 1, 2017
Total covered: 722 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS Service code 27 · EIN 35-2421957 | Advisory (Plan) | $809,845 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $633,814 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $488,047 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $452,937 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGMT COMPANY, LP Service code 28 · EIN 80-0175963 | Investment Management | $325,026 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVTMT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $311,233 |
CARDINAL CAPITAL MANAGEMENT, LLC2+ years Filed as: CARDINAL CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 06-1422705 | Investment Management | $301,136 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $278,624 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMET Service code 28 · EIN 04-3211048 | Investment Management | $234,907 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $136,522 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,445 | $83,812+71.2% | $123,553+16.1% | $68,904+108.2% |
| Participation rate | 94.3% | 77.0%+17.3pp | 82.3%+12.0pp | 74.1%+20.2pp |
| Annual return | -5.73% | 0.60%-6.3pp | 119.21%-124.9pp | 1.07%-6.8pp |
| Employer contribution / active EE | $4,287 | $2,924+46.6% | $4,628-7.4% | $2,540+68.8% |
| Participant deferral / active EE | $6,362 | $5,609+13.4% | $6,426-1.0% | $4,015+58.4% |
| Admin fee / account holder | $409 | $65+530.9% | $9,284-95.6% | $71+474.2% |