Filed February 3, 2023 (most recent of 2 filings on file)
Total covered: 22 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 16 · EIN 82-1061233 | Consulting | $2,434,000 |
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,340,000 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $909,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 21 · EIN 13-4263716 | Bank Trustee | $300,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $89,000 |
COZEN O'CONNOR1 year Service code 29 · EIN 23-1732832 | Legal | $84,000 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $54,000 |
Filed as: AXA EQUITABLE Service code 28 · EIN 13-5570651 | Investment Management | $6,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 11.56% | 12.05%-0.5pp | 793.01%-781.5pp | 12.86%-1.3pp |
| Employer contribution / active EE | $85,531 | $21,947+289.7% | $27,004+216.7% | $13,687+524.9% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |