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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALLIGHT Service code 11 · EIN 36-2235791 | Actuarial | $820,620 |
BLACKROCK5 years Filed as: BLACKROCK CORP Service code 51 · EIN 94-3289737 | Investment Mgmt Fees | $248,168 |
NORTHERN TRUST COMPANY5 years Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $95,381 |
BALLARD SPAHR LLP5 years Filed as: BALLARD SPAHR ANDREWS AND INGERSOLL Service code 51 · EIN 23-0382195 | Investment Mgmt Fees | $20,704 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 16.78% | 14.11%+2.7pp | 8.35%+8.4pp | 11.45%+5.3pp |
| Employer contribution / active EE | $0 | $29,055-100.0% | $27,010-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |