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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 | $94,031+127.5% | $115,768+84.8% | $82,448+159.5% |
| Participation rate | 47.2% | 70.4%-23.2pp | 74.4%-27.2pp | 68.1%-20.8pp |
| Annual return | 6.98% | 20.61%-13.6pp | 100.46%-93.5pp | 41.64%-34.7pp |
| Employer contribution / active EE | $18,671 | $2,323+703.6% | $2,940+535.1% | $2,551+631.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $85 | $10,249-99.2% | $12,439-99.3% | $7,234-98.8% |