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 LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $897,249 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $690,832 |
T ROWE PRICE RPS INC7+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $382,516 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $364,863 |
WILLIAM BLAIR7+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $338,336 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVTMT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $326,016 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $250,278 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $189,558 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMET Service code 28 · EIN 04-3211048 | Investment Management | $154,514 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $58,975 |
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 | $177,079 | $106,994+65.5% | $135,998+30.2% | $96,393+83.7% |
| Participation rate | 95.4% | 72.5%+22.9pp | 81.9%+13.5pp | 71.3%+24.1pp |
| Annual return | 17.52% | 26.64%-9.1pp | 68.37%-50.9pp | 22.88%-5.4pp |
| Employer contribution / active EE | $4,374 | $3,391+29.0% | $4,860-10.0% | $3,239+35.1% |
| Participant deferral / active EE | $7,422 | $7,968-6.9% | $7,761-4.4% | $5,455+36.1% |
| Admin fee / account holder | $277 | $79+251.0% | $10,769-97.4% | $74+275.6% |