| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $508,046 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $427,853 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $194,454 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $175,210 |
DUGAN & LOPATKA1 year Service code 10 · EIN 36-2886485 | Accounting | $25,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 10.00% | 17.70%-7.7pp | 13.48%-3.5pp | 53.27%-43.3pp |
| Employer contribution / active EE | $0 | $40,511-100.0% | $47,067-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |