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 LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $740,450 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT RETIREMENT SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $458,304 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $194,177 |
SCHNEIDER DOWNS & CO., INC.5+ years Service code 10 · EIN 25-1408703 | Accounting | $18,677 |
COZEN O'CONNOR3 years Service code 29 · EIN 23-1732832 | Legal | $13,646 |
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 | $199,677 | $95,048+110.1% | $141,200+41.4% | $82,204+142.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 19.61% | 26.89%-7.3pp | 71.41%-51.8pp | 26.31%-6.7pp |
| Employer contribution / active EE | $6,170 | $2,921+111.2% | $4,736+30.3% | $2,707+127.9% |
| Participant deferral / active EE | $10,998 | $5,907+86.2% | $6,710+63.9% | $4,246+159.0% |
| Admin fee / account holder | $189 | $78+143.5% | $10,265-98.2% | $76+150.2% |