| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $815,546 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $104,918 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $32,175 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $28,113 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 4.33% | 33.11%-28.8pp | 15.31%-11.0pp | 33.11%-28.8pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,686-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |