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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,610 |
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 | $104,011 | $144,879-28.2% | $111,319-6.6% | $93,010+11.8% |
| Participation rate | 89.9% | 86.1%+3.8pp | 77.3%+12.6pp | 73.9%+16.0pp |
| Annual return | 9.78% | 18.11%-8.3pp | 54.68%-44.9pp | 158.70%-148.9pp |
| Employer contribution / active EE | $2,458 | $3,052-19.5% | $2,732-10.0% | $2,705-9.1% |
| Participant deferral / active EE | $3,967 | $5,576-28.8% | $4,488-11.6% | $4,561-13.0% |
| Admin fee / account holder | $3 | $104-96.7% | $7,966-100.0% | $152-97.7% |