Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $368,059 |
STRATEGIC BENEFIT ADVISORS7+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $156,448 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $143,454 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $79,488 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $39,280 |
THE BANK OF NEW YORK MELLON7+ years Filed as: PERSHING LLC Service code 71 · EIN 13-2741729 | Brokerage Fees | $28,680 |
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 | $66,143 | $134,619-50.9% | $111,319-40.6% | $101,555-34.9% |
| Participation rate | 98.5% | 89.0%+9.5pp | 77.3%+21.2pp | 74.5%+24.0pp |
| Annual return | 11.04% | 17.96%-6.9pp | 54.68%-43.6pp | 21.00%-10.0pp |
| Employer contribution / active EE | $1,713 | $3,829-55.3% | $2,732-37.3% | $2,972-42.4% |
| Participant deferral / active EE | $2,346 | $6,572-64.3% | $4,488-47.7% | $4,874-51.9% |
| Admin fee / account holder | $81 | $86-5.8% | $7,966-99.0% | $139-41.7% |