Filed October 31, 2019
Total covered: 1,232 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $1,162,572 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $380,157 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $82,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $18,970-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.1%-48.1pp | 0.0%0pp |
| Annual return | 3.04% | 4.88%-1.8pp | 0.22%+2.8pp | 4.88%-1.8pp |
| Employer contribution / active EE | $0 | $0 | $5,056-100.0% | - |
| Participant deferral / active EE | $0 | $206-100.0% | $1,657-100.0% | $206-100.0% |
| Admin fee / account holder | $0 | $0 | $1,675-100.0% | - |