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 LLC1 year Service code 13 · EIN 36-2235791 | Contract Administrator | $2,589,293 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,177,115 |
CRAMER ROSENTHAL MCGLYNN LLC5+ years Service code 28 · EIN 13-3977282 | Investment Management | $1,956,334 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $425,057 |
GOLDMAN SACHS5+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $340,325 |
Filed as: ROCATON INVESTMENT ADVISOR, LLC Service code 17 · EIN 04-3638035 | Pension Consulting | $280,250 |
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 | $308,752 | $201,404+53.3% | $93,621+229.8% | $89,609+244.6% |
| Participation rate | 99.3% | 87.5%+11.8pp | 75.8%+23.4pp | 69.6%+29.7pp |
| Annual return | 23.08% | 23.05%0pp | 32.76%-9.7pp | 33.65%-10.6pp |
| Employer contribution / active EE | $7,418 | $6,528+13.6% | $2,719+172.9% | $2,584+187.1% |
| Participant deferral / active EE | $13,267 | $9,208+44.1% | $4,070+226.0% | $4,222+214.2% |
| Admin fee / account holder | $315 | $89+252.2% | $7,890-96.0% | $72+339.4% |