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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $931,499 |
Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $456,514 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 61 | Distribution (12b-1) fees; Finders' f... | $268,480 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK N.A. Service code 18 · EIN 94-1347393 | Custodial (other than securities); Tr... | $159,814 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $129,977 |
HERRONPALMER2 years Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $638 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,700 | $96,381+48.1% | $140,019+1.9% | $73,367+94.5% |
| Participation rate | 87.0% | 90.1%-3.1pp | 87.5%-0.5pp | 69.5%+17.6pp |
| Annual return | -9.19% | -4.30%-4.9pp | 651.19%-660.4pp | 173.45%-182.6pp |
| Employer contribution / active EE | $4,604 | $4,168+10.5% | $5,605-17.9% | $2,499+84.3% |
| Participant deferral / active EE | $8,797 | $6,186+42.2% | $6,927+27.0% | $4,033+118.2% |
| Admin fee / account holder | $77 | $100-23.2% | $10,705-99.3% | $68+12.2% |