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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 16 · EIN 82-1061233 | Consulting | $708,477 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $188,648 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $159,314 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $132,916 |
MERCER1 year Service code 16 · EIN 61-0736136 | Consulting | $74,799 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $74,000 |
BALLARD SPAHR LLP7+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $47,481 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $36,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,844 | $107,401+35.8% | $146,643-0.5% | $106,520+36.9% |
| Participation rate | 74.2% | 78.6%-4.5pp | 80.1%-5.9pp | 71.3%+2.8pp |
| Annual return | 14.04% | 18.50%-4.5pp | 22.75%-8.7pp | 19.28%-5.2pp |
| Employer contribution / active EE | $2,068 | $2,794-26.0% | $4,137-50.0% | $2,840-27.2% |
| Participant deferral / active EE | $5,174 | $4,619+12.0% | $5,506-6.0% | $4,948+4.6% |
| Admin fee / account holder | $93 | $65+43.0% | $10,280-99.1% | $75+24.1% |