Filed December 2, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $3,895,397 |
Filed as: MARRIOTT INTERNATIONAL INC. Service code 14 · EIN 52-2055918 | Plan Administrator | $1,156,533 |
NEPC, LLC6+ years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $137,518 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $53,000 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $41,510 |
Filed as: CBIZ Service code 10 · EIN 43-1947695 | Accounting | $25,500 |
GIBSON CAPITAL, LLC3 years Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $6,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,894 | $52,172+76.1% | $56,025+64.0% | $106,553-13.8% |
| Participation rate | 78.4% | 32.5%+45.8pp | 52.5%+25.9pp | 69.8%+8.5pp |
| Annual return | 16.83% | 17.21%-0.4pp | 1712.69%-1695.9pp | 17.37%-0.5pp |
| Employer contribution / active EE | $2,188 | $613+257.1% | $1,042+110.0% | $3,359-34.9% |
| Participant deferral / active EE | $3,582 | $1,424+151.5% | $1,955+83.3% | $5,562-35.6% |
| Admin fee / account holder | $42 | $90-53.9% | $2,828-98.5% | $80-47.6% |