Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $536,607 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $387,423 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $186,663 |
AON CONSULTING3+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $163,770 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $127,173 |
SCHNEIDER DOWNS & CO., INC.3+ years Service code 10 · EIN 25-1408703 | Accounting | $21,057 |
Filed as: BUCHANAN INGERSOLL & ROONEY Service code 29 · EIN 25-1381032 | Legal | $10,080 |
COZEN O'CONNOR1 year Service code 29 · EIN 23-1732832 | Legal | $9,513 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,331 | $100,589+72.3% | $136,298+27.2% | $177,276-2.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 81.9%+18.1pp | 74.8%+25.2pp |
| Annual return | 15.13% | 39.18%-24.0pp | 5156.27%-5141.1pp | 21.25%-6.1pp |
| Employer contribution / active EE | $5,166 | $3,259+58.5% | $4,696+10.0% | $2,479+108.4% |
| Participant deferral / active EE | $10,349 | $5,830+77.5% | $6,247+65.7% | $3,881+166.7% |
| Admin fee / account holder | $176 | $55+221.0% | $9,244-98.1% | $154+14.0% |