Filed May 23, 2006
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $926,181 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 12 · EIN 56-1074313 | Claims processing; Direct payment fro... | $195,867 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $188,410 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $76,478 |
CURCIO WEBB1 year Service code 27 610 16TH ST · OAKLAND, CA 94612 | Advisory (Plan) | $20,500 |
ALIGHT SOLUTIONS LLC2 years Service code 99 | Other Fees | $2,446 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 5.86% | 9.30%-3.4pp | 6.89%-1.0pp | 9.30%-3.4pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $43,868-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |