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 | $275,949 |
ALIGHT SOLUTIONS LLC2 years Service code 49 · EIN 82-1061233 | Other Services | $124,578 |
AON CONSULTING3+ years Service code 16 · EIN 22-2232264 | Consulting | $92,912 |
MERCER1 year Filed as: MERCER INC. Service code 50 · EIN 13-2834414 | Direct Payment | $60,955 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 16 · EIN 36-1975990 | Consulting | $27,392 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 17.34% | 221.56%-204.2pp | 29.77%-12.4pp | 53.27%-35.9pp |
| Employer contribution / active EE | $5,964 | $12,096-50.7% | $33,607-82.3% | $14,774-59.6% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |