Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $2,714,429 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,365,290 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $724,665 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 · EIN 47-2614791 | Investment Management | $619,429 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $385,736 |
CALLAN ASSOCIATES3+ years Service code 16 · EIN 94-2192581 | Consulting | $140,875 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $126,974 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $67,324 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $52,319 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 33 · EIN 04-1867445 | Securities brokerage; Securities brok... | $19,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,244 | $41,409+4.4% | $94,993-54.5% | $80,976-46.6% |
| Participation rate | 57.1% | 46.1%+11.0pp | 73.9%-16.8pp | 68.3%-11.2pp |
| Annual return | 16.58% | 18.00%-1.4pp | 27.14%-10.6pp | 22.91%-6.3pp |
| Employer contribution / active EE | $1,296 | $698+85.8% | $2,603-50.2% | $2,402-46.0% |
| Participant deferral / active EE | $1,405 | $1,441-2.5% | $3,317-57.7% | $3,848-63.5% |
| Admin fee / account holder | $79 | $48+64.0% | $4,960-98.4% | $67+17.1% |