| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $518,565 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $449,380 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $183,855 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $171,979 |
DUGAN & LOPATKA2 years Service code 10 · EIN 36-2886485 | Accounting | $13,250 |
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 22.16% | 11.57%+10.6pp | 380.71%-358.6pp | 11.45%+10.7pp |
| Employer contribution / active EE | $0 | $36,657-100.0% | $45,089-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |