Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,555,341 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,873,674 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,854,195 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,443,094 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $1,228,088 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $747,590 |
CALLAN ASSOCIATES5+ years Service code 16 · EIN 94-2192581 | Consulting | $197,833 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $55,193 |
LANE POWELL5+ years Service code 29 · EIN 91-0521292 | Legal | $27,241 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $21,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,758 | $43,466+5.3% | $99,489-54.0% | $89,609-48.9% |
| Participation rate | 67.5% | 41.5%+26.0pp | 73.8%-6.3pp | 69.6%-2.0pp |
| Annual return | 19.66% | 22.62%-3.0pp | 30.72%-11.1pp | 33.65%-14.0pp |
| Employer contribution / active EE | $1,189 | $788+50.9% | $2,541-53.2% | $2,584-54.0% |
| Participant deferral / active EE | $1,920 | $1,495+28.4% | $3,619-47.0% | $4,222-54.5% |
| Admin fee / account holder | $123 | $56+120.3% | $6,254-98.0% | $72+72.0% |