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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $541,664 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $12,833 |
THE BANK OF NEW YORK MELLON9+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $11,145 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 86-1061233 | Recordkeeping | $3,745 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,978-100.0% | $147,041-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -92.78% | 98.36%-191.1pp | 419.21%-512.0pp | 550.52%-643.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |