Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,769,814 |
STRATEGIC BENEFIT ADVISORS8+ years Service code 16 · EIN 03-0415817 | Consulting | $548,734 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $57,060 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -22.23% | 7.68%-29.9pp | -5.12%-17.1pp | 7.68%-29.9pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $31,020-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |