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 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 | Securities brokerage; Distribution (1... | $226,785 |
Filed as: PRINCIPAL TRUST CO Service code 18 · EIN 51-0099493 | Custodial (other than securities); Cu... | $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% | $184,256+65.6% | $99,313+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 | 28.85%-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% | $13,899-99.0% | $109+21.1% |