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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 11 · EIN 36-2235791 | Actuarial | $231,322 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $83,493 |
Filed as: DIMEO SCHNEIDER & ASS LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $56,627 |
Filed as: MCCONNELL & JONES LLC Service code 10 · EIN 76-0488832 | Accounting | $27,798 |
Filed as: JB INVESTMENT MANAGEMENT LLC Service code 27 · EIN 61-1550321 | Advisory (Plan) | $24,134 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $360,335-100.0% | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | - |
| Annual return | -7.54% | 25.06%-32.6pp | 12.68%-20.2pp | - |
| Employer contribution / active EE | $10,375 | $22,783-54.5% | $22,860-54.6% | - |
| Participant deferral / active EE | $0 | $0 | $123-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $2,825-100.0% | - |