Filed April 22, 2020
Total covered: 428 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $681,486 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $187,120 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $172,502 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MNGMNT, LLC Service code 28 · EIN 36-3297908 | Investment Management | $163,960 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $119,705 |
AB FUNDS4+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $77,000 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HUMAN RESOURCE SERVCS, LLC Service code 16 · EIN 81-2983623 | Consulting | $70,398 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,500 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $7,399 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $7,356 |
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 | $60,789 | $161,802-62.4% | $96,564-37.0% | $96,393-36.9% |
| Participation rate | 88.3% | 92.5%-4.1pp | 76.0%+12.3pp | 71.3%+17.0pp |
| Annual return | 23.06% | 18.41%+4.6pp | 25.89%-2.8pp | 22.88%+0.2pp |
| Employer contribution / active EE | $7,036 | $5,381+30.7% | $2,967+137.1% | $3,239+117.2% |
| Participant deferral / active EE | $9,144 | $8,927+2.4% | $4,852+88.5% | $5,455+67.6% |
| Admin fee / account holder | $115 | $61+88.9% | $8,256-98.6% | $74+55.7% |