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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $30,356 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $27,130 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,514 | $79,867+229.9% | $120,344+119.0% | $64,340+309.6% |
| Participation rate | 97.0% | 63.0%+34.1pp | 76.7%+20.3pp | 55.2%+41.8pp |
| Annual return | -11.31% | 21.10%-32.4pp | 20.30%-31.6pp | 24.14%-35.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $53 | $5,039-99.0% | $12,742-99.6% | $3,703-98.6% |