Filed October 15, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $901,497 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 27 PO BOX 95135 · CHICAGO, IL 606945135 | Advisory (Plan) | $160,233 |
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $76,342 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,638 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,242 | $239,209+92.8% | $106,554+332.9% | $106,520+333.0% |
| Participation rate | 72.6% | 89.6%-17.0pp | 76.1%-3.6pp | 71.3%+1.3pp |
| Annual return | 69.16% | 17.49%+51.7pp | 26.80%+42.4pp | 19.28%+49.9pp |
| Employer contribution / active EE | $4,280 | $6,641-35.6% | $2,819+51.8% | $2,840+50.7% |
| Participant deferral / active EE | $8,900 | $9,673-8.0% | $4,398+102.4% | $4,948+79.9% |
| Admin fee / account holder | $43 | $95-54.7% | $7,408-99.4% | $75-42.2% |