Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,390,311 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,551,225 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,700,959 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,578,008 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $895,364 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $423,850 |
CALLAN ASSOCIATES8+ years Service code 16 · EIN 94-2192581 | Consulting | $315,141 |
THOMPSON HINE2 years Service code 29 · EIN 34-0575300 | Legal | $138,044 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $61,500 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $51,288 |
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 | $32,961 | $48,447-32.0% | $91,215-63.9% | $89,433-63.1% |
| Participation rate | 89.3% | 46.5%+42.8pp | 73.2%+16.1pp | 71.3%+18.0pp |
| Annual return | -15.92% | -13.16%-2.8pp | 114.15%-130.1pp | -11.88%-4.0pp |
| Employer contribution / active EE | $1,152 | $1,115+3.3% | $2,852-59.6% | $3,021-61.9% |
| Participant deferral / active EE | $2,882 | $2,235+29.0% | $4,234-31.9% | $5,125-43.8% |
| Admin fee / account holder | $106 | $61+74.0% | $5,424-98.0% | $79+33.5% |