Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,482,244 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,114,315 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $535,390 |
INVESCO6 years Service code 28 · EIN 46-3793325 | Investment Management | $210,160 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $200,000 |
HANCOCK ASKEW & CO., LLP9+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,553 | $88,686-27.2% | $130,070-50.4% | $96,393-33.0% |
| Participation rate | 91.8% | 78.8%+12.9pp | 78.5%+13.3pp | 71.3%+20.5pp |
| Annual return | 14.91% | 17.57%-2.7pp | -137.40%+152.3pp | 22.88%-8.0pp |
| Employer contribution / active EE | $2,587 | $2,843-9.0% | $4,322-40.1% | $3,239-20.1% |
| Participant deferral / active EE | $4,254 | $4,908-13.3% | $5,821-26.9% | $5,455-22.0% |
| Admin fee / account holder | $58 | $60-3.0% | $10,600-99.5% | $74-21.5% |