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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $5,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,125 | $70,917-43.4% | $98,920-59.4% | $73,493-45.4% |
| Participation rate | 67.0% | 73.8%-6.8pp | 76.0%-9.1pp | 70.7%-3.7pp |
| Annual return | 12.69% | 34.18%-21.5pp | 196.47%-183.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $868 | $2,037-57.4% | $2,689-67.7% | $2,270-61.7% |
| Participant deferral / active EE | $1,915 | $3,501-45.3% | $4,245-54.9% | $3,740-48.8% |
| Admin fee / account holder | $59 | $535-89.0% | $6,643-99.1% | $513-88.5% |