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 LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $758,115 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT RETIREMENT SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $494,047 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $180,847 |
COZEN O'CONNOR2 years Service code 29 · EIN 23-1732832 | Legal | $30,991 |
SCHNEIDER DOWNS & CO., INC.4+ years Service code 10 · EIN 25-1408703 | Accounting | $18,090 |
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 | $164,494 | $83,812+96.3% | $123,553+33.1% | $68,904+138.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.3%+17.7pp | 74.1%+25.9pp |
| Annual return | -4.30% | 0.60%-4.9pp | 119.21%-123.5pp | 1.07%-5.4pp |
| Employer contribution / active EE | $6,067 | $2,924+107.5% | $4,628+31.1% | $2,540+138.8% |
| Participant deferral / active EE | $10,875 | $5,609+93.9% | $6,426+69.2% | $4,015+170.8% |
| Admin fee / account holder | $186 | $65+187.2% | $9,284-98.0% | $71+161.4% |