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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $28,700 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,513 |
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 | $79,257 | $78,852+0.5% | $76,768+3.2% | $75,289+5.3% |
| Participation rate | 89.6% | 85.0%+4.7pp | 77.0%+12.7pp | 72.4%+17.2pp |
| Annual return | -3.94% | -1.29%-2.7pp | 2.43%-6.4pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,671 | $2,794-40.2% | $2,485-32.7% | $2,405-30.5% |
| Participant deferral / active EE | $4,326 | $4,800-9.9% | $3,852+12.3% | $3,739+15.7% |
| Admin fee / account holder | $7 | $79-90.7% | $6,676-99.9% | $102-92.8% |