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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $833,820 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT RETIREMENT SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $448,653 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $182,527 |
STATE STREET GLOBAL ADVISORS6+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $112,987 |
SCHNEIDER DOWNS & CO., INC.6+ years Service code 10 · EIN 25-1408703 | Accounting | $21,125 |
COZEN O'CONNOR4 years Service code 29 · EIN 23-1732832 | Legal | $20,837 |
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 | $228,465 | $108,759+110.1% | $149,751+52.6% | $93,223+145.1% |
| Participation rate | 100.0% | 70.7%+29.3pp | 82.5%+17.5pp | 74.9%+25.1pp |
| Annual return | 17.37% | 19.53%-2.2pp | 276.71%-259.3pp | 19.29%-1.9pp |
| Employer contribution / active EE | $6,320 | $2,777+127.6% | $4,646+36.0% | $2,680+135.8% |
| Participant deferral / active EE | $11,271 | $6,149+83.3% | $6,843+64.7% | $4,563+147.0% |
| Admin fee / account holder | $212 | $81+162.1% | $9,312-97.7% | $79+167.3% |