Filed November 9, 2000 (most recent of 5 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 | $1,011,846 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $194,200 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $92,232 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC Service code 11 · EIN 23-1264699 | Actuarial | $58,311 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $55,000 |
BALLARD SPAHR LLP4+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $13,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,467 | $100,545-18.0% | $110,243-25.2% | $73,367+12.4% |
| Participation rate | 68.6% | 67.8%+0.8pp | 79.8%-11.2pp | 69.5%-0.8pp |
| Annual return | -4.74% | -1.49%-3.3pp | 314.76%-319.5pp | 173.45%-178.2pp |
| Employer contribution / active EE | $1,251 | $2,405-48.0% | $3,827-67.3% | $2,499-49.9% |
| Participant deferral / active EE | $3,985 | $3,439+15.9% | $4,672-14.7% | $4,033-1.2% |
| Admin fee / account holder | $66 | $81-18.5% | $8,548-99.2% | $68-3.8% |