| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $516,079 |
THE BANK OF NEW YORK MELLON8+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $25,150 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $11,375 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $2,087 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,726 | $106,994-64.7% | $135,998-72.3% | $96,393-60.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.9%+18.1pp | 71.3%+28.7pp |
| Annual return | 10.67% | 26.64%-16.0pp | 68.37%-57.7pp | 22.88%-12.2pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,860-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $0 | $7,968-100.0% | $7,761-100.0% | $5,455-100.0% |
| Admin fee / account holder | $22 | $79-72.2% | $10,769-99.8% | $74-70.3% |