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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALLIGHT Service code 11 · EIN 36-2235791 | Actuarial | $1,266,785 |
BLACKROCK7 years Filed as: BLACKROCK CORP Service code 51 · EIN 30-0587659 | Investment Mgmt Fees | $225,371 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $150,560 |
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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -24.07% | 1712.70%-1736.8pp | 179.55%-203.6pp | 39.82%-63.9pp |
| Employer contribution / active EE | $0 | $36,508-100.0% | $24,917-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |