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) | $5,024,728 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $894,362 |
STRATEGIC BENEFIT ADVISORS6+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $677,742 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $524,338 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $305,706 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $157,196 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE 2040 · CHICAGO, IL 60656 | Valuation (appraisals, etc.); Investm... | $108,917 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $44,660 |
CEM BENCHMARKING6+ years Filed as: CEM BENCHMARKING INC Service code 34 | Direct payment from the plan; Valuati... | $26,850 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $22,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $283,992 | $164,350+72.8% | $95,968+195.9% | $106,273+167.2% |
| Participation rate | 97.6% | 90.5%+7.2pp | 77.1%+20.5pp | 70.8%+26.8pp |
| Annual return | 16.13% | 14.56%+1.6pp | 91.65%-75.5pp | 21.70%-5.6pp |
| Employer contribution / active EE | $9,338 | $4,292+117.6% | $2,542+267.4% | $2,722+243.0% |
| Participant deferral / active EE | $9,559 | $7,854+21.7% | $4,167+129.4% | $4,601+107.7% |
| Admin fee / account holder | $151 | $65+130.2% | $6,798-97.8% | $78+92.3% |