| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $571,927 |
THE BANK OF NEW YORK MELLON7+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $25,250 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $16,961 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,603 |
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 | $34,297 | $90,672-62.2% | $125,401-72.7% | $89,433-61.7% |
| Participation rate | 100.0% | 72.3%+27.7pp | 82.4%+17.6pp | 71.3%+28.7pp |
| Annual return | -14.85% | -6.42%-8.4pp | 572.53%-587.4pp | -11.88%-3.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $4,816-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $0 | $7,210-100.0% | $7,448-100.0% | $5,125-100.0% |
| Admin fee / account holder | $23 | $69-66.2% | $10,008-99.8% | $79-70.6% |