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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $723,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,717 | $145,516+66.1% | $184,243+31.2% | $99,269+143.5% |
| Participation rate | 89.9% | 90.3%-0.3pp | 86.8%+3.1pp | 71.7%+18.2pp |
| Annual return | 15.87% | 21.23%-5.4pp | 28.82%-12.9pp | 17.66%-1.8pp |
| Employer contribution / active EE | $13,536 | $5,354+152.8% | $6,427+110.6% | $3,265+314.6% |
| Participant deferral / active EE | $12,986 | $8,423+54.2% | $9,132+42.2% | $5,344+143.0% |
| Admin fee / account holder | $62 | $78-20.7% | $13,914-99.6% | $109-43.6% |