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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $319,475 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,736 | $110,699+69.6% | $177,839+5.6% | $90,274+108.0% |
| Participation rate | 98.9% | 88.3%+10.6pp | 87.7%+11.2pp | 73.4%+25.6pp |
| Annual return | 14.65% | 22.79%-8.1pp | 48.33%-33.7pp | 53.97%-39.3pp |
| Employer contribution / active EE | $8,666 | $4,118+110.4% | $5,919+46.4% | $2,523+243.4% |
| Participant deferral / active EE | $9,016 | $6,731+33.9% | $7,714+16.9% | $4,231+113.1% |
| Admin fee / account holder | $0 | $90-100.0% | $12,432-100.0% | $114-100.0% |