Filed April 22, 2020
Total covered: 428 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $299,602 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC. Service code 28 · EIN 36-3297908 | Investment Management | $118,027 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $107,218 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $69,299 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $56,467 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT Service code 16 · EIN 81-2983623 | Consulting | $38,280 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,470 | $164,350-88.8% | $95,968-80.8% | $106,273-82.6% |
| Participation rate | 79.5% | 90.5%-11.0pp | 77.1%+2.4pp | 70.8%+8.7pp |
| Annual return | 0.00% | 14.56%-14.6pp | 91.65%-91.7pp | 21.70%-21.7pp |
| Employer contribution / active EE | $4,220 | $4,292-1.7% | $2,542+66.1% | $2,722+55.0% |
| Participant deferral / active EE | $4,996 | $7,854-36.4% | $4,167+19.9% | $4,601+8.6% |
| Admin fee / account holder | $71 | $65+8.5% | $6,798-99.0% | $78-9.4% |