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 LLC3 years Service code 13 · EIN 82-1061233 | Contract Administrator | $1,227,444 |
MATRIX TRUST COMPANY3 years Service code 15 · EIN 33-1151291 | Recordkeeping | $97,656 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,764 | $53,531-5.2% | $86,251-41.1% | $96,393-47.3% |
| Participation rate | 59.1% | 53.4%+5.7pp | 69.0%-9.8pp | 71.3%-12.2pp |
| Annual return | 16.48% | 20.51%-4.0pp | 1170.54%-1154.1pp | 22.88%-6.4pp |
| Employer contribution / active EE | $2,272 | $1,158+96.2% | $2,381-4.6% | $3,239-29.8% |
| Participant deferral / active EE | $1,841 | $1,965-6.3% | $3,987-53.8% | $5,455-66.2% |
| Admin fee / account holder | $59 | $55+5.7% | $6,857-99.1% | $74-20.7% |