Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 36-2235791 | Recordkeeping | $143,148 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 28 · EIN 04-2683227 | Investment Management | $99,655 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $72,276 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $42,708 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $40,624 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPO HOLDING CO LLC DBA ALIGHT SOL Service code 15 · EIN 82-1061233 | Recordkeeping | $34,383 |
FORVIS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $14,400 |
AON CONSULTING1 year Service code 15 · EIN 22-2232264 | Recordkeeping | $9,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $121,259-100.0% | $162,185-100.0% | $89,609-100.0% |
| Participation rate | 61.6% | 90.0%-28.4pp | 87.6%-25.9pp | 69.6%-7.9pp |
| Annual return | -95.51% | 22.23%-117.7pp | 115.61%-211.1pp | 33.65%-129.2pp |
| Employer contribution / active EE | $0 | $4,435-100.0% | $5,613-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,620-100.0% | $7,297-100.0% | $4,222-100.0% |
| Admin fee / account holder | $51 | $101-49.0% | $10,844-99.5% | $72-28.3% |