Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $15,257 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $8,227 |
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $6,839 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,164 | $99,2120% | $96,564+2.7% | $74,478+33.1% |
| Participation rate | 94.3% | 80.7%+13.7pp | 76.0%+18.3pp | 70.7%+23.6pp |
| Annual return | 15.62% | 22.40%-6.8pp | 25.89%-10.3pp | 34.37%-18.7pp |
| Employer contribution / active EE | $4,953 | $2,569+92.8% | $2,967+66.9% | $2,637+87.8% |
| Participant deferral / active EE | $6,112 | $4,938+23.8% | $4,852+26.0% | $4,530+34.9% |
| Admin fee / account holder | $85 | $225-62.3% | $8,256-99.0% | $347-75.6% |