Filed September 1, 2017
Total covered: 722 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 27 · EIN 35-2421957 | Advisory (Plan) | $979,853 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $905,772 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $491,122 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVTMT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $398,873 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $398,494 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MGMT COMPANY, LP Service code 28 · EIN 80-0175963 | Investment Management | $379,843 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMET Service code 28 · EIN 04-3211048 | Investment Management | $379,128 |
CARDINAL CAPITAL MANAGEMENT, LLC5+ years Filed as: CARDINAL CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 06-1422705 | Investment Management | $363,552 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $331,598 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $271,761 |
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 | $203,077 | $114,842+76.8% | $159,495+27.3% | $101,555+100.0% |
| Participation rate | 94.9% | 71.6%+23.3pp | 82.8%+12.1pp | 74.5%+20.4pp |
| Annual return | 17.41% | 22.90%-5.5pp | 263.72%-246.3pp | 21.00%-3.6pp |
| Employer contribution / active EE | $4,597 | $3,203+43.5% | $4,831-4.9% | $2,972+54.7% |
| Participant deferral / active EE | $7,476 | $6,336+18.0% | $7,354+1.7% | $4,874+53.4% |
| Admin fee / account holder | $418 | $80+419.9% | $10,804-96.1% | $139+199.5% |