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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 28 · EIN 82-1061233 | Investment Management | $199,253 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $63,323 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $29,215 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $9,800 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.16% | 201.32%-205.5pp | 12.68%-16.8pp | 33.37%-37.5pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |