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) | $3,886,434 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $962,993 |
STRATEGIC BENEFIT ADVISORS5+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $490,919 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $214,343 |
THE BANK OF NEW YORK MELLON5+ years Filed as: PERSHING LLC Service code 71 | Brokerage Fees | $192,435 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $133,354 |
RUSSELL TRUST COMPANY5+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE 2040 · CHICAGO, IL 60656 | Investment management fees paid direc... | $101,472 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $72,156 |
Service code 27 7 WEST SQUARE LAKE ROAD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $42,021 |
JELLYVISION LAB, INC.2 years Service code 28 848 W. EASTMAN ST. · CHICAGO, IL 60642 | Investment Management | $32,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,735 | $143,368+66.5% | $87,102+174.1% | $89,609+166.4% |
| Participation rate | 98.4% | 88.2%+10.2pp | 76.9%+21.6pp | 69.6%+28.8pp |
| Annual return | 70.86% | 28.55%+42.3pp | 28.19%+42.7pp | 33.65%+37.2pp |
| Employer contribution / active EE | $6,430 | $4,012+60.3% | $2,521+155.0% | $2,584+148.8% |
| Participant deferral / active EE | $7,614 | $7,129+6.8% | $4,048+88.1% | $4,222+80.3% |
| Admin fee / account holder | $119 | $61+95.0% | $7,493-98.4% | $72+65.6% |