| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $551,673 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $510,395 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $331,915 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $180,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -13.68% | -13.41%-0.3pp | 10.22%-23.9pp | 2.78%-16.5pp |
| Employer contribution / active EE | $0 | $53,848-100.0% | $51,212-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |