Filed November 17, 2020 (most recent of 12 filings on file)
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| 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 | $89,054+18.2% | $102,457+2.8% | $77,692+35.5% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 10.55% | 25.02%-14.5pp | 29.41%-18.9pp | 31.25%-20.7pp |
| Employer contribution / active EE | $4,100 | $2,698+52.0% | $3,022+35.7% | $2,726+50.4% |
| Participant deferral / active EE | $6,485 | $5,146+26.0% | $5,054+28.3% | $4,648+39.5% |
| Admin fee / account holder | $91 | $236-61.4% | $9,451-99.0% | $431-78.9% |