Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,725,634 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,654,614 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,512,219 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,947,757 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $1,266,626 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $818,033 |
CALLAN ASSOCIATES7+ years Service code 16 · EIN 94-2192581 | Consulting | $311,433 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $51,300 |
THE BANK OF NEW YORK MELLON5 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $47,921 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 29 · EIN 43-3862389 | Legal | $32,114 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,577 | $56,274-29.7% | $109,923-64.0% | $106,520-62.8% |
| Participation rate | 84.5% | 46.3%+38.3pp | 74.2%+10.3pp | 71.3%+13.2pp |
| Annual return | 12.14% | 27.85%-15.7pp | 29.46%-17.3pp | 19.28%-7.1pp |
| Employer contribution / active EE | $919 | $1,010-8.9% | $2,844-67.7% | $2,840-67.6% |
| Participant deferral / active EE | $2,239 | $1,973+13.5% | $4,048-44.7% | $4,948-54.7% |
| Admin fee / account holder | $117 | $57+104.5% | $6,070-98.1% | $75+56.6% |