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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $33,969 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $27,658 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,683 | $65,435+351.9% | $86,677+241.1% | $66,914+341.9% |
| Participation rate | 98.3% | 75.5%+22.8pp | 76.6%+21.7pp | 69.8%+28.5pp |
| Annual return | -5.76% | -10.89%+5.1pp | 35.91%-41.7pp | 1.58%-7.3pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $48 | $642-92.5% | $7,493-99.4% | $593-91.9% |