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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $26,250 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $25,960 |
Filed as: PERSHING LLC Service code 15 · EIN 13-2741729 | Recordkeeping | $2,785 |
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 | $118,089 | $88,730+33.1% | $82,312+43.5% | $77,958+51.5% |
| Participation rate | 99.4% | 84.5%+14.9pp | 76.9%+22.5pp | 71.6%+27.7pp |
| Annual return | 17.29% | 20.88%-3.6pp | 25.88%-8.6pp | 20.87%-3.6pp |
| Employer contribution / active EE | $7,123 | $2,758+158.3% | $2,428+193.3% | $2,310+208.3% |
| Participant deferral / active EE | $5,913 | $4,634+27.6% | $3,706+59.5% | $3,537+67.2% |
| Admin fee / account holder | $8 | $74-89.2% | $5,608-99.9% | $97-91.8% |