Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,297,823 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $43,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,163 | $127,796+8.9% | $76,768+81.3% | $73,367+89.7% |
| Participation rate | 97.2% | 88.2%+9.0pp | 77.0%+20.2pp | 69.5%+27.7pp |
| Annual return | -3.19% | -2.31%-0.9pp | 2.43%-5.6pp | 173.45%-176.6pp |
| Employer contribution / active EE | $4,861 | $3,931+23.7% | $2,485+95.6% | $2,499+94.5% |
| Participant deferral / active EE | $7,726 | $6,924+11.6% | $3,852+100.6% | $4,033+91.6% |
| Admin fee / account holder | $85 | $66+28.8% | $6,676-98.7% | $68+25.0% |