Filed April 22, 2020
Total covered: 428 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $689,439 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 | Direct payment from the plan; Custodi... | $252,797 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $182,317 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MNGMNT, LLC Service code 28 · EIN 36-3297908 | Investment Management | $141,460 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $124,495 |
AB FUNDS5+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $77,000 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HUMAN RESOURCE SERVCS, LLC Service code 16 · EIN 81-2983623 | Consulting | $70,686 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $27,000 |
THE BANK OF NEW YORK MELLON4 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $12,985 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $9,724 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,664 | $178,759-56.6% | $102,460-24.2% | $106,553-27.1% |
| Participation rate | 92.5% | 91.3%+1.2pp | 76.5%+16.0pp | 69.8%+22.6pp |
| Annual return | 16.98% | 17.23%-0.2pp | 29.47%-12.5pp | 17.37%-0.4pp |
| Employer contribution / active EE | $8,988 | $5,750+56.3% | $3,025+197.1% | $3,359+167.6% |
| Participant deferral / active EE | $10,985 | $9,466+16.0% | $5,056+117.3% | $5,562+97.5% |
| Admin fee / account holder | $122 | $62+96.1% | $9,460-98.7% | $80+52.9% |