Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,619,657 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $330,350 |
STRATEGIC BENEFIT ADVISORS5+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $212,789 |
THE BANK OF NEW YORK MELLON5+ years Filed as: PERSHING LLC Service code 71 · EIN 13-2741729 | Brokerage Fees | $157,905 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $72,156 |
RUSSELL TRUST COMPANY5+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE #2040 · CHICAGO, IL 60656 | Direct payment from the plan; Valuati... | $43,844 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Direc... | $43,320 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $27,192 |
Service code 27 7 WEST SQUARE LAKE ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $15,122 |
JELLYVISION LAB, INC.2 years Filed as: JELLYVISION LAB INC. Service code 28 848 W EASTMAN ST · CHICAGO, IL 60642 | Investment Management | $11,098 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,394-100.0% | $87,102-100.0% | $152,914-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | -96.69% | 28.10%-124.8pp | 28.19%-124.9pp | 345.48%-442.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $12,198-100.0% | $7,493-100.0% | $11,601-100.0% |