Filed December 2, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $2,892,206 |
MARRIOTT INTERNATIONAL, INC.1+ years Service code 14 · EIN 52-2055918 | Plan Administrator | $247,321 |
NEPC, LLC1+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $112,881 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $91,500 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $44,000 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $38,715 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $21,266 |
CURCIO WEBB1+ years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $9,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,959 | $43,471+72.4% | $74,725+0.3% | $89,609-16.3% |
| Participation rate | 79.4% | 36.3%+43.2pp | 54.5%+25.0pp | 69.6%+9.9pp |
| Annual return | 25.14% | 24.97%+0.2pp | 753.24%-728.1pp | 33.65%-8.5pp |
| Employer contribution / active EE | $1,112 | $554+100.8% | $1,084+2.6% | $2,584-57.0% |
| Participant deferral / active EE | $2,956 | $1,177+151.3% | $1,961+50.7% | $4,222-30.0% |
| Admin fee / account holder | $27 | $74-62.9% | $3,335-99.2% | $72-61.8% |