Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC BENEFIT ADVISORS3+ years Service code 16 · EIN 03-0415817 | Consulting | $649,328 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $588,753 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $567,412 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $47,686 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.55% | 15.82%-1.3pp | 16.78%-2.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $54,570 | $19,885+174.4% | $26,328+107.3% | $14,688+271.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |