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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,089,979 |
BLACKROCK2+ years Service code 28 50 HUDSON YARDS · NEW YORK, NY 10055 | Investment Management | $392,367 |
MERCER2+ years Service code 50 · EIN 20-1932099 | Direct Payment | $95,000 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $81,645 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 28 · EIN 26-1429809 | Investment Management | $75,256 |
BAKER TILLY US, LLP2+ years Service code 10 · EIN 39-0859910 | Accounting | $21,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,791 | $73,283-36.1% | $155,556-69.9% | $106,553-56.1% |
| Participation rate | 99.9% | 73.3%+26.6pp | 78.2%+21.6pp | 69.8%+30.0pp |
| Annual return | 20.16% | 15.76%+4.4pp | 64.84%-44.7pp | 17.37%+2.8pp |
| Employer contribution / active EE | $3,838 | $2,241+71.3% | $4,675-17.9% | $3,359+14.3% |
| Participant deferral / active EE | $6,082 | $4,567+33.2% | $5,631+8.0% | $5,562+9.3% |
| Admin fee / account holder | $51 | $56-8.8% | $15,885-99.7% | $80-36.0% |