Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,704,695 |
AMERICAN FUNDS2 years Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 · EIN 95-4154361 | Investment Management | $1,865,025 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Float revenue; Direct payment from th... | $553,123 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $188,448 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $180,031 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $99,178 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 72 | Other investment fees and expenses | $99,121 |
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -9.62% | -15.08%+5.5pp | -3.21%-6.4pp | 7.68%-17.3pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,051-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |