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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $30,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,808 | $105,173-16.5% | $87,102+0.8% | $77,775+12.9% |
| Participation rate | 89.7% | 85.8%+4.0pp | 76.9%+12.9pp | 73.2%+16.5pp |
| Annual return | 14.78% | 24.52%-9.7pp | 28.19%-13.4pp | 32.58%-17.8pp |
| Employer contribution / active EE | $2,369 | $2,890-18.0% | $2,521-6.0% | $2,504-5.4% |
| Participant deferral / active EE | $4,655 | $5,048-7.8% | $4,048+15.0% | $3,966+17.4% |
| Admin fee / account holder | $8 | $105-92.3% | $7,493-99.9% | $100-92.0% |