Filed April 11, 2019 (most recent of 12 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,419,073 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $27,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,646 | $2,226,388-80.1% | $91,001+387.5% | $177,276+150.3% |
| Participation rate | 89.9% | 85.1%+4.8pp | 75.6%+14.3pp | 74.8%+15.1pp |
| Annual return | 14.49% | 20.16%-5.7pp | 4.60%+9.9pp | 21.25%-6.8pp |
| Employer contribution / active EE | $12,930 | $4,139+212.4% | $2,456+426.6% | $2,479+421.6% |
| Participant deferral / active EE | $16,005 | $6,423+149.2% | $3,547+351.2% | $3,881+312.4% |
| Admin fee / account holder | $86 | $1,921-95.5% | $5,417-98.4% | $154-44.4% |