| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1081233 | Advisory (Participants) | $9,082,849 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Distr... | $195,211 |
THE BANK OF NEW YORK MELLON9+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $45,644 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $43,809 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $22,456 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 61 | Distribution (12b-1) fees; Finders' f... | $16,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,406 | $106,994+49.0% | $135,998+17.2% | $96,393+65.4% |
| Participation rate | 91.7% | 72.5%+19.2pp | 81.9%+9.8pp | 71.3%+20.5pp |
| Annual return | 21.22% | 26.64%-5.4pp | 68.37%-47.1pp | 22.88%-1.7pp |
| Employer contribution / active EE | $6,639 | $3,391+95.8% | $4,860+36.6% | $3,239+105.0% |
| Participant deferral / active EE | $12,374 | $7,968+55.3% | $7,761+59.4% | $5,455+126.8% |
| Admin fee / account holder | $94 | $79+19.0% | $10,769-99.1% | $74+27.3% |