Filed September 30, 2020
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $25,850 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,127 | $129,756+291.6% | $170,055+198.8% | $103,657+390.2% |
| Participation rate | 99.3% | 91.3%+8.0pp | 87.0%+12.3pp | 73.4%+25.9pp |
| Annual return | 13.26% | 20.17%-6.9pp | 53.43%-40.2pp | 33.13%-19.9pp |
| Employer contribution / active EE | $23,997 | $5,236+358.3% | $6,790+253.4% | $3,216+646.3% |
| Participant deferral / active EE | $10,436 | $8,283+26.0% | $10,410+0.2% | $5,218+100.0% |
| Admin fee / account holder | $0 | $73-100.0% | $12,828-100.0% | $114-100.0% |