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 LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $996,272 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT RETIREMENT SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $458,565 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $179,150 |
SCHNEIDER DOWNS & CO., INC.8+ years Service code 10 · EIN 25-1408703 | Accounting | $23,039 |
COZEN O'CONNOR6 years Service code 29 · EIN 23-1732832 | Legal | $9,912 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,350 | $95,388+117.4% | $125,401+65.3% | $77,906+166.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -15.39% | 116.19%-131.6pp | 572.53%-587.9pp | 12.16%-27.5pp |
| Employer contribution / active EE | $6,501 | $3,666+77.3% | $4,816+35.0% | $2,846+128.4% |
| Participant deferral / active EE | $11,891 | $7,711+54.2% | $7,448+59.6% | $4,805+147.5% |
| Admin fee / account holder | $217 | $119+82.7% | $10,008-97.8% | $133+63.8% |