Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,770,723 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,726,966 |
INVESCO5 years Service code 28 · EIN 46-3793325 | Investment Management | $429,309 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $183,168 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $100,000 |
HANCOCK ASKEW & CO., LLP8+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $32,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,517 | $80,242-25.8% | $119,628-50.2% | $89,433-33.5% |
| Participation rate | 90.1% | 78.3%+11.8pp | 79.3%+10.8pp | 71.3%+18.8pp |
| Annual return | -7.83% | -12.97%+5.1pp | -14.98%+7.2pp | -11.88%+4.1pp |
| Employer contribution / active EE | $2,437 | $2,684-9.2% | $4,232-42.4% | $3,021-19.3% |
| Participant deferral / active EE | $3,982 | $4,686-15.0% | $5,601-28.9% | $5,125-22.3% |
| Admin fee / account holder | $61 | $66-7.5% | $10,330-99.4% | $79-22.7% |