Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,669,974 |
AON CONSULTING1 year Filed as: AON HEWITT INVST CONSULTING INC. Service code 51 · EIN 36-3109431 | Investment Mgmt Fees | $105,606 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $29,670 |
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 | $163,212 | $143,368+13.8% | $87,102+87.4% | $89,609+82.1% |
| Participation rate | 97.3% | 88.2%+9.1pp | 76.9%+20.5pp | 69.6%+27.7pp |
| Annual return | 19.82% | 28.55%-8.7pp | 28.19%-8.4pp | 33.65%-13.8pp |
| Employer contribution / active EE | $5,213 | $4,012+29.9% | $2,521+106.7% | $2,584+101.7% |
| Participant deferral / active EE | $8,226 | $7,129+15.4% | $4,048+103.2% | $4,222+94.8% |
| Admin fee / account holder | $103 | $61+69.7% | $7,493-98.6% | $72+44.1% |