Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 13 · EIN 36-2235791 | Contract Administrator | $602,549 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $596,326 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $383,393 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $257,346 |
DODGE & COX4+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $243,892 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $233,637 |
ABB BUSINESS SERVICES4+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $210,425 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY Service code 27 · EIN 46-1017637 | Advisory (Plan) | $183,680 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHEILDS HYAC FUND Service code 27 · EIN 26-4248749 | Advisory (Plan) | $156,535 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON ASSET MANAGEMENT LLC Service code 27 · EIN 95-4328983 | Advisory (Plan) | $145,677 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.73% | 201.32%-206.0pp | 12.68%-17.4pp | 33.37%-38.1pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |