Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $338,321 |
STRATEGIC BENEFIT ADVISORS6+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $199,655 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $154,278 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $51,832 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $35,991 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $32,816 |
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS Service code 34 71 S. WACKER DRIVE SUITE #2040 · CHICAGO, IL 60656 | Valuation (appraisals, etc.); Direct ... | $5,820 |
Participant contribution per participant 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 | $65,422 | $124,049-47.3% | $95,968-31.8% | $93,223-29.8% |
| Participation rate | 98.1% | 88.4%+9.8pp | 77.1%+21.1pp | 74.9%+23.2pp |
| Annual return | 13.99% | 22.17%-8.2pp | 91.65%-77.7pp | 19.29%-5.3pp |
| Employer contribution / active EE | $1,613 | $3,478-53.6% | $2,542-36.5% | $2,680-39.8% |
| Participant deferral / active EE | $2,376 | $6,147-61.3% | $4,167-43.0% | $4,563-47.9% |
| Admin fee / account holder | $85 | $73+17.2% | $6,798-98.7% | $79+7.6% |