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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $35,579 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $25,871 |
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 | $322,139 | $84,940+279.3% | $111,319+189.4% | $79,395+305.7% |
| Participation rate | 99.0% | 75.9%+23.1pp | 77.3%+21.6pp | 70.7%+28.2pp |
| Annual return | 19.36% | 17.45%+1.9pp | 54.68%-35.3pp | 116.90%-97.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $45 | $537-91.5% | $7,966-99.4% | $626-92.7% |