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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $18,724 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $12,985 |
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 | $150,042 | $87,733+71.0% | $106,554+40.8% | $85,851+74.8% |
| Participation rate | 71.8% | 71.9%-0.1pp | 76.1%-4.3pp | 69.3%+2.5pp |
| Annual return | 17.64% | 21.86%-4.2pp | 26.80%-9.2pp | 318.63%-301.0pp |
| Employer contribution / active EE | $1,624 | $2,073-21.7% | $2,819-42.4% | $2,565-36.7% |
| Participant deferral / active EE | $6,577 | $3,469+89.6% | $4,398+49.5% | $3,952+66.4% |
| Admin fee / account holder | $85 | $6,767-98.7% | $7,408-98.9% | $6,261-98.6% |