| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $518,536 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $447,654 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $157,659 |
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $148,236 |
DUGAN & LOPATKA6 years Service code 10 · EIN 36-2886485 | Accounting | $21,400 |
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.
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 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 1.12% | 6.37%-5.2pp | 8.04%-6.9pp | 7.65%-6.5pp |
| Employer contribution / active EE | $0 | $48,951-100.0% | $42,693-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |