| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2+ years Service code 28 · EIN 82-1061233 | Investment Management | $176,962 |
AON CONSULTING2+ years Service code 28 · EIN 22-2232264 | Investment Management | $54,072 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $10,552 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $10,050 |
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.
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -93.20% | -5.34%-87.9pp | 12.68%-105.9pp | -82.67%-10.5pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |