Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $9,376,000 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $446,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,649 | $178,759+54.8% | $102,460+170.0% | $106,553+159.6% |
| Participation rate | 98.2% | 91.3%+6.9pp | 76.5%+21.7pp | 69.8%+28.3pp |
| Annual return | 15.27% | 17.23%-2.0pp | 29.47%-14.2pp | 17.37%-2.1pp |
| Employer contribution / active EE | $8,775 | $5,750+52.6% | $3,025+190.1% | $3,359+161.3% |
| Participant deferral / active EE | $13,994 | $9,466+47.8% | $5,056+176.8% | $5,562+151.6% |
| Admin fee / account holder | $47 | $62-24.9% | $9,460-99.5% | $80-41.4% |