Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,424,752 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,636,089 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 · EIN 47-2614791 | Investment Management | $2,033,231 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,181,928 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $789,833 |
CALLAN ASSOCIATES9+ years Service code 16 · EIN 94-2192581 | Consulting | $358,961 |
THOMPSON HINE3 years Service code 29 · EIN 34-0575300 | Legal | $255,013 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $210,212 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $181,065 |
MOSS ADAMS LLP8 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $64,575 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,891 | $57,458-34.1% | $95,763-60.4% | $96,393-60.7% |
| Participation rate | 90.8% | 47.9%+42.9pp | 72.3%+18.6pp | 71.3%+19.6pp |
| Annual return | 15.57% | 17.80%-2.2pp | 28.43%-12.9pp | 22.88%-7.3pp |
| Employer contribution / active EE | $1,194 | $1,155+3.3% | $2,836-57.9% | $3,239-63.1% |
| Participant deferral / active EE | $3,076 | $2,443+25.9% | $4,244-27.5% | $5,455-43.6% |
| Admin fee / account holder | $108 | $61+78.7% | $5,669-98.1% | $74+46.4% |