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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $268,375 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $192,335 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-6021523 | Bank Trustee | $185,975 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $63,847 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521 | Investment Management | $47,152 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $25,979 |
BAXTER1 year Filed as: BAXTER INTERNATIONAL INC. Service code 28 · EIN 36-0781620 | Investment Management | $12,397 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | -2.69% | 8.15%-10.8pp | 8.04%-10.7pp | 8.76%-11.5pp |
| Employer contribution / active EE | $44,210 | $60,767-27.2% | $42,693+3.6% | $16,664+165.3% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |