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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $724,782 |
CONGRESS ASSET MANAGEMENT6 years Service code 28 · EIN 04-2848965 | Investment Management | $525,017 |
THE BANK OF NEW YORK MELLON7 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $485,108 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $226,785 |
Filed as: PRINCIPAL TRUST CO Service code 18 · EIN 51-0099493 | Trustee (directed); Custodial (securi... | $189,656 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $132,184 |
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 | $305,066 | $145,513+109.6% | $184,260+65.6% | $99,314+207.2% |
| Participation rate | 95.2% | 90.3%+4.9pp | 86.8%+8.3pp | 71.7%+23.5pp |
| Annual return | 18.96% | 21.25%-2.3pp | 28.84%-9.9pp | 17.67%+1.3pp |
| Employer contribution / active EE | $7,602 | $5,354+42.0% | $6,427+18.3% | $3,264+132.9% |
| Participant deferral / active EE | $14,924 | $8,423+77.2% | $9,133+63.4% | $5,346+179.2% |
| Admin fee / account holder | $132 | $78+70.2% | $13,898-99.0% | $109+21.1% |