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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY7 years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,184 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $12,725 |
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 | $134,406 | $73,019+84.1% | $90,766+48.1% | $68,490+96.2% |
| Participation rate | 94.4% | 70.8%+23.6pp | 75.7%+18.7pp | 67.9%+26.5pp |
| Annual return | -10.73% | -13.81%+3.1pp | -12.16%+1.4pp | -7.85%-2.9pp |
| Employer contribution / active EE | $1,798 | $2,193-18.0% | $2,922-38.5% | $2,597-30.8% |
| Participant deferral / active EE | $7,395 | $3,626+103.9% | $4,565+62.0% | $4,028+83.6% |
| Admin fee / account holder | $91 | $5,897-98.4% | $8,446-98.9% | $5,403-98.3% |