Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $4,688,314 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 · EIN 95-4154361 | Investment Management | $2,344,536 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Float revenue; Other investment fees ... | $608,610 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $182,047 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $156,684 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $105,974 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 72 | Other investment fees and expenses | $29,709 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 17.02% | 9.17%+7.8pp | 8.95%+8.1pp | 13.51%+3.5pp |
| Employer contribution / active EE | $0 | $5,235-100.0% | $46,559-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |