Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,904,186 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,471,264 |
INVESCO4 years Service code 28 · EIN 46-3793325 | Investment Management | $281,861 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $241,294 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $200,000 |
HANCOCK ASKEW & CO., LLP7+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $29,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,201 | $107,401-32.8% | $146,649-50.8% | $106,520-32.2% |
| Participation rate | 90.9% | 78.6%+12.3pp | 80.1%+10.9pp | 71.3%+19.6pp |
| Annual return | 14.94% | 18.50%-3.6pp | 22.75%-7.8pp | 19.28%-4.3pp |
| Employer contribution / active EE | $2,335 | $2,794-16.4% | $4,137-43.5% | $2,840-17.8% |
| Participant deferral / active EE | $3,853 | $4,619-16.6% | $5,506-30.0% | $4,948-22.1% |
| Admin fee / account holder | $59 | $65-8.5% | $10,281-99.4% | $75-20.6% |