Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING CO LLC DBA ALIGHT SOL Service code 15 · EIN 82-1061233 | Recordkeeping | $470,204 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $137,957 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO LLP Service code 28 · EIN 04-2683227 | Investment Management | $104,815 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $97,051 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $85,239 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $53,830 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $16,944 |
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $15,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,221 | $96,381-39.6% | $140,019-58.4% | $73,367-20.6% |
| Participation rate | 57.3% | 90.1%-32.8pp | 87.5%-30.2pp | 69.5%-12.2pp |
| Annual return | -4.17% | -4.30%+0.1pp | 651.19%-655.4pp | 173.45%-177.6pp |
| Employer contribution / active EE | $3,764 | $4,168-9.7% | $5,605-32.9% | $2,499+50.6% |
| Participant deferral / active EE | $0 | $6,186-100.0% | $6,927-100.0% | $4,033-100.0% |
| Admin fee / account holder | $113 | $100+12.7% | $10,705-98.9% | $68+64.6% |