Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $387,543 |
STRATEGIC BENEFIT ADVISORS5+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $256,886 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $237,454 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $50,816 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $37,514 |
THE BANK OF NEW YORK MELLON5+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $15,023 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $13,060 |
Service code 27 7 WEST SQUARE LAKE ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $11,951 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $9,414 |
JELLYVISION LAB, INC.2 years Service code 28 848 W EASTMAN ST · CHICAGO, IL 60642 | Investment Management | $9,047 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,158 | $117,238-51.2% | $87,102-34.4% | $82,204-30.5% |
| Participation rate | 99.7% | 87.2%+12.5pp | 76.9%+22.8pp | 73.4%+26.3pp |
| Annual return | 17.18% | 25.80%-8.6pp | 28.19%-11.0pp | 26.31%-9.1pp |
| Employer contribution / active EE | $1,796 | $3,535-49.2% | $2,521-28.8% | $2,707-33.7% |
| Participant deferral / active EE | $2,471 | $5,976-58.7% | $4,048-39.0% | $4,246-41.8% |
| Admin fee / account holder | $100 | $81+22.6% | $7,493-98.7% | $76+31.8% |