Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL COLLECTIVE Service code 28 · EIN 35-7085469 | Investment Management | $399,702 |
ALIGHT SOLUTIONS LLC2 years Service code 49 · EIN 82-1061233 | Other Services | $233,435 |
MERCER2 years Filed as: MERCER (US), INC Service code 50 · EIN 13-2834414 | Direct Payment | $205,360 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $96,067 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON & STRAWN Service code 16 · EIN 36-1975990 | Consulting | $40,020 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 11.51% | 24.77%-13.3pp | -2.84%+14.3pp | 12.86%-1.3pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |