Filed November 21, 2016
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $100,461 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 36-2235791 | Other Services | $6,212 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,340 | $105,173-82.6% | $87,102-78.9% | $77,775-76.4% |
| Participation rate | 70.3% | 85.8%-15.5pp | 76.9%-6.6pp | 73.2%-2.9pp |
| Annual return | 20.41% | 24.52%-4.1pp | 28.19%-7.8pp | 32.58%-12.2pp |
| Employer contribution / active EE | $1,411 | $2,890-51.2% | $2,521-44.1% | $2,504-43.7% |
| Participant deferral / active EE | $1,135 | $5,048-77.5% | $4,048-72.0% | $3,966-71.4% |
| Admin fee / account holder | $84 | $105-19.6% | $7,493-98.9% | $100-16.0% |