Filed June 15, 2009 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $712,220 |
THE BANK OF NEW YORK MELLON8 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $531,954 |
CONGRESS ASSET MANAGEMENT7 years Service code 28 · EIN 04-2848965 | Investment Management | $504,577 |
Filed as: PRINCIPAL TRUST CO Service code 18 · EIN 51-0099493 | Custodial (other than securities); Cu... | $191,903 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Secur... | $170,919 |
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $126,811 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $341,220 | $126,505+169.7% | $199,883+70.7% | $126,505+169.7% |
| Participation rate | 94.6% | 81.0%+13.6pp | 86.8%+7.9pp | 81.0%+13.6pp |
| Annual return | 12.09% | 14.86%-2.8pp | 43.81%-31.7pp | 14.86%-2.8pp |
| Employer contribution / active EE | $8,068 | $4,041+99.6% | $6,261+28.9% | $4,041+99.6% |
| Participant deferral / active EE | $15,965 | $6,313+152.9% | $9,138+74.7% | $6,313+152.9% |
| Admin fee / account holder | $134 | $145-7.8% | $17,268-99.2% | $145-7.8% |