| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $1,659,911 |
ALIGHT SOLUTIONS LLC3+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,308,500 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $51,300 |
FOLEY & LARDNER LLP2 years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $17,855 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -2.12% | 10.00%-12.1pp | 5.04%-7.2pp | 9.30%-11.4pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |