Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEGAL & GENERAL COLLECTIVE Service code 28 · EIN 35-7085469 | Investment Management | $784,244 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 82-1061233 | Other Services | $620,121 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $208,017 |
MERCER1 year Filed as: MERCER (US), INC Service code 50 · EIN 13-2834414 | Direct Payment | $168,144 |
COVINGTON & BURLING LLP1 year Service code 16 · EIN 53-0188411 | Consulting | $139,601 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 16 · EIN 36-1975990 | Consulting | $137,465 |
Filed as: FIDUCIARY COUNSELORS INC Service code 16 · EIN 22-3709903 | Consulting | $12,500 |
Filed as: STATE STREET Service code 21 · EIN 04-3581074 | Bank Trustee | $6,957 |
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 17.47% | 22.40%-4.9pp | 29.77%-12.3pp | 21.83%-4.4pp |
| Employer contribution / active EE | $9,940 | $13,519-26.5% | $33,607-70.4% | $12,237-18.8% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |