| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 · EIN 36-2235791 | Recordkeeping | $3,695,078 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $2,776,187 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $1,144,800 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $976,346 |
AYCO1 year Filed as: THE AYCO COMPANY, LP Service code 49 · EIN 33-1187432 | Other Services | $683,776 |
AVANTE2+ years Service code 38 · EIN 36-4370617 | Participant Communication | $33,474 |
DUGAN & LOPATKA2+ years Service code 10 · EIN 36-2886485 | Accounting | $15,550 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $14,555 |
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 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | -11.13% | 9.56%-20.7pp | 14.41%-25.5pp | 17.84%-29.0pp |
| Employer contribution / active EE | $97,692 | $24,624+296.7% | $45,283+115.7% | $14,688+565.1% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |