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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $55,673 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 49 · EIN 82-1061233 | Other Services | $5,625 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,655 | $185,342-81.8% | $111,308-69.8% | $86,821-61.2% |
| Participation rate | 71.3% | 81.0%-9.7pp | 77.3%-6.0pp | 72.3%-1.0pp |
| Annual return | 15.40% | 500.80%-485.4pp | 54.67%-39.3pp | 97.94%-82.5pp |
| Employer contribution / active EE | $2,499 | $2,246+11.3% | $2,732-8.5% | $2,406+3.9% |
| Participant deferral / active EE | $2,252 | $4,458-49.5% | $4,487-49.8% | $4,132-45.5% |
| Admin fee / account holder | $66 | $255-74.2% | $7,965-99.2% | $170-61.2% |