| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 28 · EIN 22-2232264 | Investment Management | $2,530,095 |
ALIGHT SOLUTIONS LLC1+ years Service code 28 · EIN 82-1061233 | Investment Management | $1,461,866 |
FOLEY & LARDNER LLP1+ years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $274,393 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $133,800 |
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 | $192,455-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 26099.84% | 1023.85%+25076.0pp | 50.81%+26049.0pp | 1023.85%+25076.0pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $42,739-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $90-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,268-100.0% | - |