Filed September 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990 | Legal | $164,242 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,570 | $88,770-92.6% | $109,191-94.0% | $93,010-92.9% |
| Participation rate | 97.1% | 81.5%+15.6pp | 75.9%+21.2pp | 73.9%+23.2pp |
| Annual return | -31.08% | 60.64%-91.7pp | 25.76%-56.8pp | 158.70%-189.8pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,723-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $38 | $172-78.1% | $6,756-99.4% | $152-75.1% |