Filed April 22, 2020
Total covered: 428 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $593,681 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $259,525 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INC. Service code 28 · EIN 36-3297908 | Investment Management | $249,831 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $238,166 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $124,361 |
Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $95,924 |
Filed as: CONDUENT HUMAN RESOURCE SERVICES, L Service code 16 · EIN 81-2983623 | Consulting | $61,791 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $28,550 |
Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $2,231 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 61 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $1,848 |
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 | $38,659 | $171,796-77.5% | $111,319-65.3% | $106,520-63.7% |
| Participation rate | 83.9% | 88.6%-4.6pp | 77.3%+6.6pp | 71.3%+12.6pp |
| Annual return | 55.17% | 18.62%+36.6pp | 54.68%+0.5pp | 19.28%+35.9pp |
| Employer contribution / active EE | $6,622 | $4,687+41.3% | $2,732+142.4% | $2,840+133.1% |
| Participant deferral / active EE | $8,421 | $7,845+7.3% | $4,488+87.7% | $4,948+70.2% |
| Admin fee / account holder | $149 | $69+115.3% | $7,966-98.1% | $75+100.4% |