Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 13 · EIN 36-2235791 | Contract Administrator | $83,507 |
Service code 11 · EIN 53-0181291 | Actuarial | $31,369 |
INVESCO4 years Filed as: INVESCO EMERGING MKTS EQUITY FUND Service code 27 · EIN 51-0423349 | Advisory (Plan) | $25,635 |
DODGE & COX8+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $17,084 |
MUZINICH & CO., INC.2 years Service code 27 · EIN 13-3472632 | Advisory (Plan) | $15,331 |
ABB BUSINESS SERVICES8+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $15,307 |
Filed as: FAEGRE, DRINKER & BIDDLE LLP Service code 29 · EIN 23-1423089 | Legal | $12,062 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON Service code 28 · EIN 98-1669899 | Investment Management | $10,860 |
GRANT THORNTON LLP8+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $9,676 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER BERMAN INV. ADVISORS LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $8,458 |
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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -14.98% | -11.83%-3.1pp | -5.12%-9.9pp | -14.65%-0.3pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |