Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $17,785 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $9,420 |
STRATEGIC BENEFIT ADVISORS10+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $5,140 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $5,090 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,291 | $89,123+18.1% | $102,460+2.8% | $77,762+35.4% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 10.55% | 25.05%-14.5pp | 29.47%-18.9pp | 31.27%-20.7pp |
| Employer contribution / active EE | $4,100 | $2,700+51.9% | $3,025+35.5% | $2,728+50.3% |
| Participant deferral / active EE | $6,485 | $5,148+26.0% | $5,056+28.3% | $4,651+39.4% |
| Admin fee / account holder | $91 | $236-61.5% | $9,460-99.0% | $433-79.0% |