Filed July 23, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,037,412 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 33-1151291 | Recordkeeping | $110,473 |
AON CONSULTING8+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $88,491 |
ARY ROEPCKE MULCHAEY, P.C.8+ years Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $52,323 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,061 | $47,540-1.0% | $79,591-40.9% | $89,433-47.4% |
| Participation rate | 55.7% | 54.9%+0.8pp | 69.5%-13.8pp | 71.3%-15.5pp |
| Annual return | -15.86% | -8.05%-7.8pp | 0.18%-16.0pp | -11.88%-4.0pp |
| Employer contribution / active EE | $2,130 | $1,122+89.9% | $2,413-11.7% | $3,021-29.5% |
| Participant deferral / active EE | $1,869 | $1,961-4.7% | $3,986-53.1% | $5,125-63.5% |
| Admin fee / account holder | $59 | $59+1.1% | $6,815-99.1% | $79-25.5% |