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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 11 · EIN 36-2235791 | Actuarial | $90,151 |
WARREN AVERETT, LLC7 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $11,700 |
NORTHERN TRUST COMPANY5 years Service code 25 · EIN 36-1561860 | Directed Trustee | $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 | $191,373-100.0% | $191,373-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 5.3%-5.3pp | 55.8%-55.8pp |
| Annual return | 10.26% | 5.45%+4.8pp | 8.46%+1.8pp | 24.44%-14.2pp |
| Employer contribution / active EE | $211,500 | $44,942+370.6% | $25,175+740.1% | $41,356+411.4% |
| Participant deferral / active EE | $0 | $115-100.0% | $181-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $730-100.0% | $730-100.0% | $22,013-100.0% |