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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $14,501 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,130 | $176,471-46.1% | $95,968-0.9% | $90,274+5.4% |
| Participation rate | 90.0% | 86.6%+3.4pp | 77.1%+12.9pp | 73.4%+16.6pp |
| Annual return | 10.56% | 20.15%-9.6pp | 91.65%-81.1pp | 53.97%-43.4pp |
| Employer contribution / active EE | $2,239 | $2,783-19.5% | $2,542-11.9% | $2,523-11.3% |
| Participant deferral / active EE | $4,272 | $5,325-19.8% | $4,167+2.5% | $4,231+1.0% |
| Admin fee / account holder | $4 | $154-97.4% | $6,798-99.9% | $114-96.5% |