Filed September 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $25,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,821 | $110,760+308.8% | $162,163+179.2% | $82,204+450.9% |
| Participation rate | 99.2% | 92.7%+6.5pp | 87.6%+11.6pp | 73.4%+25.8pp |
| Annual return | 5.66% | 22.97%-17.3pp | 115.59%-109.9pp | 26.31%-20.7pp |
| Employer contribution / active EE | $20,168 | $4,437+354.5% | $5,614+259.3% | $2,707+645.0% |
| Participant deferral / active EE | $8,677 | $6,652+30.4% | $7,298+18.9% | $4,246+104.4% |
| Admin fee / account holder | $0 | $65-100.0% | $10,843-100.0% | $76-100.0% |