| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $2,510,723 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $864,745 |
Filed as: MCCONNELL AND JONES Service code 10 · EIN 76-0488832 | Accounting | $29,690 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 16.27% | 20.56%-4.3pp | 13.45%+2.8pp | 53.27%-37.0pp |
| Employer contribution / active EE | $0 | $25,506-100.0% | $26,057-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |