Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $652,120 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 28 · EIN 04-2683227 | Investment Management | $453,985 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $329,256 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $194,559 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $185,065 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPO HOLDING CO LLC DBA ALIGHT SOL Service code 15 · EIN 82-1061233 | Recordkeeping | $156,634 |
FORVIS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $65,600 |
AON CONSULTING1 year Service code 15 · EIN 22-2232264 | Recordkeeping | $43,870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,517 | $121,259+47.2% | $162,185+10.1% | $89,609+99.2% |
| Participation rate | 74.7% | 90.0%-15.3pp | 87.6%-12.8pp | 69.6%+5.1pp |
| Annual return | 51.29% | 22.23%+29.1pp | 115.61%-64.3pp | 33.65%+17.6pp |
| Employer contribution / active EE | $5,777 | $4,435+30.3% | $5,613+2.9% | $2,584+123.5% |
| Participant deferral / active EE | $6,605 | $6,620-0.2% | $7,297-9.5% | $4,222+56.4% |
| Admin fee / account holder | $326 | $101+223.2% | $10,844-97.0% | $72+354.9% |