Filed February 3, 2005 (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 Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $3,261,497 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,235,361 |
BLACKROCK4 years Service code 21 · EIN 94-3112180 | Bank Trustee | $1,155,222 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 81-4017137 | Investment Management | $586,985 |
GOLDMAN SACHS10+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $359,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $404,825 | $244,991+65.2% | $105,624+283.3% | $106,553+279.9% |
| Participation rate | 99.6% | 88.4%+11.3pp | 75.3%+24.4pp | 69.8%+29.8pp |
| Annual return | 14.05% | 13.48%+0.6pp | 116.20%-102.2pp | 17.37%-3.3pp |
| Employer contribution / active EE | $20,589 | $8,816+133.5% | $3,168+550.0% | $3,359+513.0% |
| Participant deferral / active EE | $16,636 | $11,442+45.4% | $5,013+231.9% | $5,562+199.1% |
| Admin fee / account holder | $350 | $88+297.7% | $10,961-96.8% | $80+339.3% |