Filed November 17, 2020 (most recent of 12 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP11+ years Service code 10 · EIN 13-4008324 | Accounting | $56,500 |
ALIGHT SOLUTIONS LLC9 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $20,905 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $9,099 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $7,765 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,209 | $99,442+26.9% | $113,397+11.3% | $71,012+77.7% |
| Participation rate | 93.0% | 78.9%+14.1pp | 76.5%+16.5pp | 58.6%+34.5pp |
| Annual return | 15.88% | 17.93%-2.1pp | 23.20%-7.3pp | 37.67%-21.8pp |
| Employer contribution / active EE | $4,940 | $3,068+61.0% | $2,977+65.9% | $2,348+110.4% |
| Participant deferral / active EE | $6,597 | $4,915+34.2% | $5,076+30.0% | $3,246+103.2% |
| Admin fee / account holder | $226 | $535-57.7% | $11,957-98.1% | $1,167-80.6% |