Filed December 2, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4+ years Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $3,791,156 |
MARRIOTT INTERNATIONAL, INC.4+ years Service code 14 · EIN 52-2055918 | Plan Administrator | $270,174 |
NEPC, LLC4+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $127,310 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $62,500 |
GIBSON CAPITAL, LLC1 year Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $8,940 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS, PHILLIPS & BAKER Service code 29 · EIN 52-1229560 | Legal | $6,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,859 | $41,203+69.5% | $61,629+13.4% | $89,433-21.9% |
| Participation rate | 83.7% | 35.4%+48.3pp | 52.6%+31.1pp | 71.3%+12.4pp |
| Annual return | -15.38% | -14.63%-0.7pp | 339.09%-354.5pp | -11.88%-3.5pp |
| Employer contribution / active EE | $1,463 | $603+142.8% | $1,160+26.2% | $3,021-51.6% |
| Participant deferral / active EE | $3,202 | $1,367+134.2% | $2,124+50.7% | $5,125-37.5% |
| Admin fee / account holder | $36 | $74-51.0% | $2,132-98.3% | $79-54.5% |