| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $550,476 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $520,275 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $303,047 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $218,877 |
DUGAN & LOPATKA3 years Service code 10 · EIN 36-2886485 | Accounting | $8,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | -1.08% | 7.36%-8.4pp | 9.78%-10.9pp | 13.24%-14.3pp |
| Employer contribution / active EE | $30,675 | $40,685-24.6% | $46,889-34.6% | $14,616+109.9% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |