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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $24,329 |
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 | $151,482 | $176,471-14.2% | $95,968+57.8% | $90,274+67.8% |
| Participation rate | 99.1% | 86.6%+12.6pp | 77.1%+22.1pp | 73.4%+25.8pp |
| Annual return | 12.09% | 20.15%-8.1pp | 91.65%-79.6pp | 53.97%-41.9pp |
| Employer contribution / active EE | $7,376 | $2,783+165.0% | $2,542+190.2% | $2,523+192.3% |
| Participant deferral / active EE | $8,038 | $5,325+50.9% | $4,167+92.9% | $4,231+90.0% |
| Admin fee / account holder | $4 | $154-97.1% | $6,798-99.9% | $114-96.1% |