Filed April 27, 1
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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $1,771,706 |
Service code 37 · EIN 04-2647786 | Loan Processing | $794,636 |
ALIGHT SOLUTIONS LLC3 years Service code 49 · EIN 85-1061233 | Other Services | $15,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $273,010 | $90,672+201.1% | $125,401+117.7% | $89,433+205.3% |
| Participation rate | 98.8% | 72.3%+26.5pp | 82.4%+16.4pp | 71.3%+27.5pp |
| Annual return | -17.97% | -6.42%-11.6pp | 572.53%-590.5pp | -11.88%-6.1pp |
| Employer contribution / active EE | $9,846 | $3,032+224.8% | $4,816+104.4% | $3,021+225.9% |
| Participant deferral / active EE | $14,157 | $7,210+96.3% | $7,448+90.1% | $5,125+176.2% |
| Admin fee / account holder | $218 | $69+216.4% | $10,008-97.8% | $79+175.1% |