Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,672,225 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $60,000 |
SEYFARTH SHAW LLP2 years Service code 16 · EIN 36-2152202 | Consulting | $42,755 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT Service code 16 · EIN 82-1061233 | Consulting | $429 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $51,672 | $83,057-37.8% | $143,801-64.1% | $89,433-42.2% |
| Participation rate | 96.2% | 74.0%+22.1pp | 80.3%+15.8pp | 71.3%+24.9pp |
| Annual return | -8.46% | -13.97%+5.5pp | -0.04%-8.4pp | -11.88%+3.4pp |
| Employer contribution / active EE | $1,415 | $2,095-32.5% | $4,952-71.4% | $3,021-53.2% |
| Participant deferral / active EE | $4,915 | $4,281+14.8% | $5,639-12.8% | $5,125-4.1% |
| Admin fee / account holder | $52 | $83-36.8% | $14,680-99.6% | $79-33.9% |