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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 16 · EIN 22-2232264 | Consulting | $498,934 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $184,443 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN INVESTMENT ADVISORS Service code 28 · EIN 13-3795042 | Investment Management | $95,076 |
SASCO CAPITAL INC.5+ years Service code 28 · EIN 41-0007957 | Investment Management | $87,069 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,122 |
Filed as: WILLIS TOWER WATSON US LLC Service code 16 · EIN 53-0181291 | Consulting | $53,589 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 13-3891517 | Accounting | $12,265 |
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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.
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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 3.01% | 21.31%-18.3pp | -100.31%+103.3pp | 53.27%-50.3pp |
| Employer contribution / active EE | $0 | $7,169-100.0% | $18,686-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |