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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $726,983 |
THE BANK OF NEW YORK MELLON4 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $562,726 |
CONGRESS ASSET MANAGEMENT3 years Service code 28 · EIN 04-2848965 | Investment Management | $532,157 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $323,289 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK N.A. Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $176,378 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $111,250 |
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 | $265,466 | $136,780+94.1% | $189,534+40.1% | $101,555+161.4% |
| Participation rate | 93.6% | 90.9%+2.7pp | 87.8%+5.8pp | 74.5%+19.0pp |
| Annual return | 21.23% | 37.00%-15.8pp | 555.39%-534.2pp | 21.00%+0.2pp |
| Employer contribution / active EE | $6,065 | $4,857+24.9% | $6,162-1.6% | $2,972+104.1% |
| Participant deferral / active EE | $13,010 | $7,572+71.8% | $8,220+58.3% | $4,874+166.9% |
| Admin fee / account holder | $85 | $64+31.8% | $12,049-99.3% | $139-39.4% |