Filed September 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $31,050 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $578,728 | $145,516+297.7% | $184,203+214.2% | $99,062+484.2% |
| Participation rate | 99.4% | 90.3%+9.1pp | 86.8%+12.6pp | 71.6%+27.8pp |
| Annual return | 16.31% | 21.23%-4.9pp | 28.81%-12.5pp | 17.66%-1.3pp |
| Employer contribution / active EE | $24,125 | $5,354+350.6% | $6,427+275.4% | $3,262+639.6% |
| Participant deferral / active EE | $10,415 | $8,423+23.6% | $9,131+14.1% | $5,331+95.4% |
| Admin fee / account holder | $0 | $78-100.0% | $13,901-100.0% | $109-100.0% |