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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $56,750 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC Service code 15 · EIN 13-2741729 | Recordkeeping | $1,345 |
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 | $110,787 | $78,852+40.5% | $76,768+44.3% | $75,289+47.1% |
| Participation rate | 99.1% | 85.0%+14.2pp | 77.0%+22.2pp | 72.4%+26.7pp |
| Annual return | -4.73% | -1.29%-3.4pp | 2.43%-7.2pp | -0.04%-4.7pp |
| Employer contribution / active EE | $7,395 | $2,794+164.6% | $2,485+197.6% | $2,405+207.5% |
| Participant deferral / active EE | $6,210 | $4,800+29.4% | $3,852+61.2% | $3,739+66.1% |
| Admin fee / account holder | $8 | $79-89.3% | $6,676-99.9% | $102-91.7% |