Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,626,488 |
STRATEGIC BENEFIT ADVISORS7+ years Service code 16 · EIN 03-0415817 | Consulting | $954,046 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $52,135 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 28 · EIN 53-0181291 | Investment Management | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 3.91% | 13.51%-9.6pp | 7.32%-3.4pp | 13.51%-9.6pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $23,426-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |