| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $134,708 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $72,041 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $27,325 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,905 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,802-100.0% | $101,802-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 4.61% | 7.69%-3.1pp | 9.51%-4.9pp | 24.44%-19.8pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |