| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $398,030 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $136,282 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $31,588 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $16,173 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Finders' fees /... | $10,468 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $10,325 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $5,584 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SERVICES LLC Service code 61 | Distribution (12b-1) fees; Finders' f... | $675 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,518 | $80,506-72.0% | $136,298-83.5% | $80,976-72.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 81.9%+18.1pp | 68.3%+31.7pp |
| Annual return | 13.41% | 27.70%-14.3pp | 5156.27%-5142.9pp | 22.91%-9.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $4,696-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $0 | $4,601-100.0% | $6,247-100.0% | $3,848-100.0% |
| Admin fee / account holder | $17 | $72-76.2% | $9,244-99.8% | $67-74.6% |