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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALLIGHT Service code 11 · EIN 36-2235791 | Actuarial | $633,720 |
BLACKROCK8 years Filed as: BLACKROCK CORP Service code 51 · EIN 30-0587659 | Investment Mgmt Fees | $143,605 |
WARREN AVERETT, LLC7 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $12,200 |
NORTHERN TRUST COMPANY8 years Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $8,748 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 10.86% | 9.42%+1.4pp | 8.46%+2.4pp | 37.77%-26.9pp |
| Employer contribution / active EE | $19,677 | $16,284+20.8% | $25,175-21.8% | $15,798+24.6% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |