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 LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $736,285 |
CONGRESS ASSET MANAGEMENT5 years Service code 28 · EIN 04-2848965 | Investment Management | $473,341 |
THE BANK OF NEW YORK MELLON6 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $423,584 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $220,020 |
Filed as: PRINCIPAL TRUST CO Service code 18 · EIN 51-0099493 | Custodial (other than securities); Tr... | $149,459 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $117,925 |
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 | $261,141 | $129,756+101.3% | $170,055+53.6% | $103,657+151.9% |
| Participation rate | 94.2% | 91.3%+2.9pp | 87.0%+7.2pp | 73.4%+20.8pp |
| Annual return | 19.92% | 20.17%-0.3pp | 53.43%-33.5pp | 33.13%-13.2pp |
| Employer contribution / active EE | $7,049 | $5,236+34.6% | $6,790+3.8% | $3,216+119.2% |
| Participant deferral / active EE | $13,894 | $8,283+67.7% | $10,410+33.5% | $5,218+166.3% |
| Admin fee / account holder | $124 | $73+69.7% | $12,828-99.0% | $114+8.3% |