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 Service code 27 · EIN 35-2421957 | Advisory (Plan) | $993,757 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $459,059 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMET Service code 28 · EIN 04-3211048 | Investment Management | $340,707 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $340,162 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MGMT COMPANY, LP Service code 28 · EIN 80-0175963 | Investment Management | $307,648 |
CARDINAL CAPITAL MANAGEMENT, LLC4+ years Filed as: CARDINAL CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 06-1422705 | Investment Management | $265,919 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $173,411 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $100,905 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVTMT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $88,615 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $69,756 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $187,062 | $108,759+72.0% | $149,751+24.9% | $93,223+100.7% |
| Participation rate | 95.7% | 70.7%+25.0pp | 82.5%+13.2pp | 74.9%+20.8pp |
| Annual return | 15.51% | 19.53%-4.0pp | 276.71%-261.2pp | 19.29%-3.8pp |
| Employer contribution / active EE | $3,903 | $2,777+40.5% | $4,646-16.0% | $2,680+45.7% |
| Participant deferral / active EE | $7,296 | $6,149+18.6% | $6,843+6.6% | $4,563+59.9% |
| Admin fee / account holder | $365 | $81+351.8% | $9,312-96.1% | $79+360.8% |