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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 11 · EIN 36-2235791 | Actuarial | $103,755 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $12,000 |
NORTHERN TRUST COMPANY4 years Service code 25 · EIN 36-1561860 | Directed Trustee | $6,445 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -24.82% | -14.09%-10.7pp | 179.55%-204.4pp | -5.25%-19.6pp |
| Employer contribution / active EE | $2,967 | $19,237-84.6% | $24,917-88.1% | $15,161-80.4% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |