Filed November 17, 2020 (most recent of 12 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,008,156 |
STRATEGIC BENEFIT ADVISORS10+ years Service code 16 · EIN 03-0415817 | Consulting | $545,556 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $66,300 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $8,000 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.66% | 10.00%-9.3pp | 5.17%-4.5pp | 9.30%-8.6pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |