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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,847 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $16,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,921 | $109,620+95.1% | $148,496+44.1% | $94,015+127.5% |
| Participation rate | 47.2% | 71.3%-24.0pp | 76.0%-28.8pp | 70.8%-23.6pp |
| Annual return | 6.98% | 17.54%-10.6pp | 12.33%-5.3pp | 17.84%-10.9pp |
| Employer contribution / active EE | $18,671 | $2,618+613.2% | $3,497+433.8% | $2,790+569.2% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $85 | $10,050-99.2% | $19,547-99.6% | $8,951-99.1% |