Filed September 30, 2020
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $22,500 |
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 | $468,190 | $119,153+292.9% | $151,634+208.8% | $78,104+499.4% |
| Participation rate | 98.8% | 92.5%+6.3pp | 87.5%+11.3pp | 74.5%+24.3pp |
| Annual return | -15.83% | -10.83%-5.0pp | 3.32%-19.1pp | 10.90%-26.7pp |
| Employer contribution / active EE | $22,999 | $5,298+334.1% | $6,165+273.0% | $3,128+635.4% |
| Participant deferral / active EE | $9,950 | $8,624+15.4% | $8,363+19.0% | $5,089+95.5% |
| Admin fee / account holder | $0 | $69-100.0% | $11,614-100.0% | $79-100.0% |