| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 28 · EIN 22-2232264 | Investment Management | $2,685,977 |
ALIGHT SOLUTIONS LLC3+ years Service code 28 · EIN 82-1061233 | Investment Management | $1,842,607 |
FOLEY & LARDNER LLP3+ years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $95,874 |
WIPFLI LLP3+ years Service code 10 · EIN 39-0758449 | Accounting | $40,725 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $202,277-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 6.57% | 19.39%-12.8pp | 8.88%-2.3pp | 19.39%-12.8pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $42,607-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $94-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $2,086-100.0% | - |