| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $573,390 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $25,583 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Secur... | $24,230 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $5,180 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 61 | Finders' fees / placement fees | $71 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,532 | $107,662-62.4% | $159,495-74.6% | $106,520-61.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 82.8%+17.2pp | 71.3%+28.7pp |
| Annual return | 24.50% | 22.17%+2.3pp | 263.72%-239.2pp | 19.28%+5.2pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $4,831-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $7,354-100.0% | $4,948-100.0% |
| Admin fee / account holder | $22 | $69-67.2% | $10,804-99.8% | $75-69.8% |