| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 28 · EIN 82-1061233 | Investment Management | $1,116,813 |
AON CONSULTING2 years Service code 28 · EIN 22-2232264 | Investment Management | $230,777 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES INC. Service code 17 · EIN 94-2192581 | Pension Consulting | $27,500 |
FOLEY & LARDNER LLP3 years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $20,102 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $9,550 |
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 | $0 | $157,995-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 33.64% | 73.13%-39.5pp | 83.75%-50.1pp | 73.13%-39.5pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $41,592-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $77-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $678-100.0% | - |