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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $13,217 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $8,575 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,431 | $81,208+54.5% | $98,920+26.8% | $79,856+57.1% |
| Participation rate | 73.2% | 72.5%+0.7pp | 76.0%-2.9pp | 69.6%+3.5pp |
| Annual return | 13.32% | 60.99%-47.7pp | 196.47%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,348 | $1,960-31.2% | $2,689-49.9% | $2,471-45.5% |
| Participant deferral / active EE | $5,271 | $3,265+61.4% | $4,245+24.2% | $3,741+40.9% |
| Admin fee / account holder | $57 | $6,013-99.0% | $6,643-99.1% | $5,306-98.9% |