Filed April 22, 2020
Total covered: 428 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $619,959 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MNGMNT, LLC Service code 28 · EIN 36-3297908 | Investment Management | $218,600 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $162,445 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Direct payment from the plan; Custodi... | $151,150 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $112,856 |
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $92,232 |
Filed as: CONDUENT HUMAN RESOURCE SERVCS, LLC Service code 16 · EIN 81-2983623 | Consulting | $54,630 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,500 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $4,898 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $4,843 |
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 | $43,596 | $138,331-68.5% | $86,717-49.7% | $89,433-51.3% |
| Participation rate | 83.3% | 88.9%-5.6pp | 76.6%+6.7pp | 71.3%+12.1pp |
| Annual return | -10.96% | -11.72%+0.8pp | 35.97%-46.9pp | -11.88%+0.9pp |
| Employer contribution / active EE | $6,732 | $4,812+39.9% | $2,837+137.3% | $3,021+122.9% |
| Participant deferral / active EE | $8,605 | $8,027+7.2% | $4,657+84.8% | $5,125+67.9% |
| Admin fee / account holder | $119 | $64+85.2% | $7,494-98.4% | $79+49.5% |