Filed December 2, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3+ years Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $3,198,739 |
MARRIOTT INTERNATIONAL, INC.3+ years Service code 14 · EIN 52-2055918 | Plan Administrator | $539,873 |
NEPC, LLC3+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $133,623 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $48,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,419 | $51,728+80.6% | $80,793+15.6% | $106,520-12.3% |
| Participation rate | 82.8% | 33.9%+48.9pp | 54.2%+28.6pp | 71.3%+11.5pp |
| Annual return | 15.04% | 32.29%-17.3pp | 87.33%-72.3pp | 19.28%-4.2pp |
| Employer contribution / active EE | $936 | $460+103.7% | $1,160-19.3% | $2,840-67.0% |
| Participant deferral / active EE | $2,566 | $1,076+138.4% | $2,144+19.7% | $4,948-48.1% |
| Admin fee / account holder | $37 | $80-54.2% | $3,375-98.9% | $75-50.7% |