Filed September 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $28,100 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $665,135 | $102,364+549.8% | $211,142+215.0% | $102,364+549.8% |
| Participation rate | 99.5% | 82.9%+16.6pp | 87.3%+12.2pp | 82.9%+16.6pp |
| Annual return | 15.61% | 13.75%+1.9pp | 46.84%-31.2pp | 13.75%+1.9pp |
| Employer contribution / active EE | $26,412 | $3,994+561.4% | $6,442+310.0% | $3,994+561.4% |
| Participant deferral / active EE | $11,252 | $5,690+97.8% | $9,284+21.2% | $5,690+97.8% |
| Admin fee / account holder | $0 | $214-99.9% | $19,076-100.0% | $214-99.9% |