Filed January 14, 2014
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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $818,347 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $208,961 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 | Bank Trustee | $142,684 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $104,025 |
MBAF1 year Service code 10 · EIN 01-0720052 | Accounting | $48,500 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $29,240 |
IRA GROUP1 year Filed as: IRA GROUP, INC. Service code 19 · EIN 58-1989031 | Securities Custodian | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,560 | $106,273-63.7% | $185,835-79.3% | $106,273-63.7% |
| Participation rate | 88.7% | 70.8%+17.9pp | 78.0%+10.7pp | 70.8%+17.9pp |
| Annual return | 135.00% | 21.70%+113.3pp | 35.96%+99.0pp | 21.70%+113.3pp |
| Employer contribution / active EE | $1,296 | $2,722-52.4% | $4,087-68.3% | $2,722-52.4% |
| Participant deferral / active EE | $2,245 | $4,601-51.2% | $5,633-60.1% | $4,601-51.2% |
| Admin fee / account holder | $66 | $78-15.8% | $9,502-99.3% | $78-15.8% |