Filed April 11, 2019 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,563,198 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $28,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,339 | $106,649+311.0% | $80,022+447.8% | $68,904+536.2% |
| Participation rate | 89.1% | 88.1%+0.9pp | 75.8%+13.3pp | 74.1%+15.0pp |
| Annual return | 0.83% | -0.87%+1.7pp | 11.22%-10.4pp | 1.07%-0.2pp |
| Employer contribution / active EE | $14,614 | $4,132+253.7% | $2,468+492.2% | $2,540+475.3% |
| Participant deferral / active EE | $17,002 | $6,395+165.9% | $3,686+361.3% | $4,015+323.4% |
| Admin fee / account holder | $101 | $58+74.0% | $6,521-98.5% | $71+41.7% |