Filed November 17, 2020 (most recent of 12 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC9 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $5,310,256 |
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,189,560 |
THE BANK OF NEW YORK MELLON11+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,070,313 |
NORTHERN TRUST COMPANY11+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $792,250 |
STRATEGIC BENEFIT ADVISORS11+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $770,841 |
CATERPILLAR INC3 years Service code 30 · EIN 37-0602744 | Employee (plan); Direct payment from ... | $442,187 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $272,835 |
RUSSELL TRUST COMPANY11+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE 2040 · CHICAGO, IL 60656 | Other services; Direct payment from t... | $113,448 |
PRICEWATERHOUSECOOPERS LLP11+ years Service code 10 · EIN 13-4008324 | Accounting | $112,000 |
CEM BENCHMARKING11+ years Filed as: CEM BENCHMARKING INC Service code 34 | Valuation (appraisals, etc.); Direct ... | $32,771 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,323 | $166,271+136.6% | $113,397+246.9% | $166,271+136.6% |
| Participation rate | 97.1% | 79.1%+18.0pp | 76.5%+20.6pp | 79.1%+18.0pp |
| Annual return | 24.51% | 15.58%+8.9pp | 23.20%+1.3pp | 15.58%+8.9pp |
| Employer contribution / active EE | $11,073 | $4,136+167.7% | $2,977+271.9% | $4,136+167.7% |
| Participant deferral / active EE | $10,595 | $7,214+46.9% | $5,076+108.7% | $7,214+46.9% |
| Admin fee / account holder | $150 | $445-66.3% | $11,957-98.7% | $445-66.3% |