Filed November 17, 2020 (most recent of 12 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $47,835 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $45,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $250,469-100.0% | $220,551-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | -94.57% | 4.93%-99.5pp | 7.32%-101.9pp | 9.30%-103.9pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |