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) | $5,859,358 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $946,069 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $904,089 |
STRATEGIC BENEFIT ADVISORS7+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $685,437 |
THE BANK OF NEW YORK MELLON7+ years Filed as: PERSHING LLC Service code 71 · EIN 13-2741729 | Brokerage Fees | $567,161 |
RUSSELL TRUST COMPANY7+ years Filed as: RUSSELL INVESTMENTS Service code 34 71 S WACKER DRIVE SUITE 2040 · CHICAGO, IL 60656 | Other services; Direct payment from t... | $120,478 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $93,470 |
CEM BENCHMARKING7+ years Filed as: CEM BENCHMARKING INC Service code 34 | Direct payment from the plan; Valuati... | $26,982 |
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 | $292,105 | $171,796+70.0% | $111,319+162.4% | $106,520+174.2% |
| Participation rate | 96.6% | 88.6%+8.0pp | 77.3%+19.2pp | 71.3%+25.3pp |
| Annual return | 13.48% | 18.62%-5.1pp | 54.68%-41.2pp | 19.28%-5.8pp |
| Employer contribution / active EE | $8,044 | $4,687+71.6% | $2,732+194.5% | $2,840+183.2% |
| Participant deferral / active EE | $8,310 | $7,845+5.9% | $4,488+85.2% | $4,948+67.9% |
| Admin fee / account holder | $164 | $69+137.0% | $7,966-97.9% | $75+120.6% |