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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $19,200 |
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 | $96,694 | $104,544-7.5% | $96,564+0.1% | $80,187+20.6% |
| Participation rate | 89.2% | 86.4%+2.9pp | 76.0%+13.3pp | 72.9%+16.3pp |
| Annual return | 17.99% | 21.79%-3.8pp | 25.89%-7.9pp | 40.40%-22.4pp |
| Employer contribution / active EE | $3,427 | $3,527-2.9% | $2,967+15.5% | $2,980+15.0% |
| Participant deferral / active EE | $5,281 | $6,170-14.4% | $4,852+8.8% | $5,016+5.3% |
| Admin fee / account holder | $5 | $107-95.0% | $8,256-99.9% | $145-96.3% |