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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $55,350 |
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 | $139,295 | $105,173+32.4% | $87,102+59.9% | $77,775+79.1% |
| Participation rate | 99.0% | 85.8%+13.2pp | 76.9%+22.1pp | 73.2%+25.8pp |
| Annual return | 12.75% | 24.52%-11.8pp | 28.19%-15.4pp | 32.58%-19.8pp |
| Employer contribution / active EE | $9,141 | $2,890+216.2% | $2,521+262.5% | $2,504+265.1% |
| Participant deferral / active EE | $7,768 | $5,048+53.9% | $4,048+91.9% | $3,966+95.9% |
| Admin fee / account holder | $9 | $105-91.2% | $7,493-99.9% | $100-90.8% |