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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3+ years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $279,997 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,472 | $112,582+123.4% | $105,624+138.1% | $200,096+25.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 14.38% | 15.58%-1.2pp | 116.20%-101.8pp | 34.26%-19.9pp |
| Employer contribution / active EE | $15,629 | $4,580+241.3% | $3,168+393.4% | $3,038+414.5% |
| Participant deferral / active EE | $12,571 | $6,655+88.9% | $5,013+150.8% | $5,090+147.0% |
| Admin fee / account holder | $96 | $107-10.4% | $10,961-99.1% | $269-64.4% |