Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,868,713 |
AMERICAN FUNDS3 years Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 · EIN 95-4154361 | Investment Management | $2,098,363 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Float revenue; Other investment fees ... | $572,910 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 72 | Other investment fees and expenses | $197,534 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $186,958 |
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $185,267 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $143,262 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 13.05% | 9.90%+3.2pp | 12.68%+0.4pp | 13.18%-0.1pp |
| Employer contribution / active EE | $0 | $7,519-100.0% | $41,626-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |