Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INST ASSET MANAGEMENT Service code 28 · EIN 20-0292745 | Investment Management | $974,746 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $826,260 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTMENTS Service code 28 · EIN 36-3608252 | Investment Management | $713,761 |
Service code 28 | Investment Management | $427,874 |
BLACKROCK3 years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $239,406 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $183,400 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5381590 | Bank Trustee | $175,671 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $65,494 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,889 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.45% | 22.40%-1.9pp | 29.77%-9.3pp | 21.83%-1.4pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |