| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $547,891 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $18,344 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $12,182 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,199 | $71,505-62.0% | $123,553-78.0% | $73,367-62.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 82.3%+17.7pp | 69.5%+30.5pp |
| Annual return | 12.52% | 6.94%+5.6pp | 119.21%-106.7pp | 173.45%-160.9pp |
| Employer contribution / active EE | $0 | $2,011-100.0% | $4,628-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $0 | $4,928-100.0% | $6,426-100.0% | $4,033-100.0% |
| Admin fee / account holder | $19 | $66-71.9% | $9,284-99.8% | $68-72.9% |