| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 28 · EIN 22-2232264 | Investment Management | $1,573,324 |
ALIGHT SOLUTIONS LLC4+ years Service code 28 · EIN 82-1061233 | Investment Management | $1,340,908 |
WIPFLI LLP4+ years Service code 10 · EIN 39-0758449 | Accounting | $45,500 |
FOLEY & LARDNER LLP4+ years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $30,761 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $113,800-100.0% | $104,068-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 52.6%-52.6pp | 44.4%-44.4pp |
| Annual return | -85.49% | -9.73%-75.8pp | -10.12%-75.4pp | -14.65%-70.8pp |
| Employer contribution / active EE | $0 | $52,677-100.0% | $47,166-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,025-100.0% | $4,025-100.0% | $14,582-100.0% |