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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALLIGHT Service code 11 · EIN 36-2235791 | Actuarial | $939,196 |
BLACKROCK7 years Filed as: BLACKROCK CORP Service code 51 · EIN 30-0587659 | Investment Mgmt Fees | $262,518 |
NORTHERN TRUST COMPANY7 years Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $121,540 |
COZEN O'CONNOR1 year Filed as: COZEN O'CONNOR ATTORNEYS Service code 28 · EIN 23-1732832 | Investment Management | $14,062 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $12,500 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -24.78% | -17.19%-7.6pp | 179.55%-204.3pp | 2.78%-27.6pp |
| Employer contribution / active EE | $0 | $23,110-100.0% | $24,917-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |