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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALLIGHT Service code 11 · EIN 36-2235791 | Actuarial | $785,031 |
BLACKROCK4 years Filed as: BLACKROCK CORP Service code 51 · EIN 94-3289737 | Investment Mgmt Fees | $184,295 |
NORTHERN TRUST COMPANY4 years Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $144,384 |
BALLARD SPAHR LLP4 years Filed as: BALLARD SPAHR ANDREWS AND INGERSOLL Service code 51 · EIN 23-0382195 | Investment Mgmt Fees | $12,023 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $12,020 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 21.12% | 20.56%+0.6pp | 13.45%+7.7pp | 53.27%-32.1pp |
| Employer contribution / active EE | $12,615 | $25,506-50.5% | $26,057-51.6% | $14,774-14.6% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |