| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $5,253,544 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $577,132 |
ALIGHT SOLUTIONS LLC2+ years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $465,278 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $250,450 |
CONDUENT HR CONSULTING, LLC2+ years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $116,573 |
LUTZ & COMPANY, PC2+ years Service code 10 · EIN 47-0625816 | Accounting | $56,750 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $36,275 |
JOHNSON LAMBERT LLP1 year Service code 10 · EIN 52-1446779 | Accounting | $30,046 |
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $18,582 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232264 | Recordkeeping | $18,437 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 16.83% | 24.48%-7.7pp | 239.57%-222.7pp | 24.48%-7.7pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $43,837-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $575-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |