Filed September 30, 2020
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $23,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $598,865 | $136,780+337.8% | $189,534+216.0% | $101,555+489.7% |
| Participation rate | 99.5% | 90.9%+8.7pp | 87.8%+11.7pp | 74.5%+25.0pp |
| Annual return | 30.86% | 37.00%-6.1pp | 555.39%-524.5pp | 21.00%+9.9pp |
| Employer contribution / active EE | $22,241 | $4,857+358.0% | $6,162+260.9% | $2,972+648.3% |
| Participant deferral / active EE | $10,309 | $7,572+36.1% | $8,220+25.4% | $4,874+111.5% |
| Admin fee / account holder | $0 | $64-100.0% | $12,049-100.0% | $139-100.0% |