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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $3,382,280 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,007,964 |
BLACKROCK3 years Service code 21 · EIN 94-3112180 | Bank Trustee | $1,052,743 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 81-4017137 | Investment Management | $520,858 |
GOLDMAN SACHS9+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $406,863 |
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 | $362,194 | $225,491+60.6% | $98,462+267.8% | $96,393+275.7% |
| Participation rate | 99.9% | 87.3%+12.5pp | 75.2%+24.7pp | 71.3%+28.6pp |
| Annual return | 18.34% | 19.53%-1.2pp | 21.20%-2.9pp | 22.88%-4.5pp |
| Employer contribution / active EE | $19,168 | $8,386+128.6% | $3,049+528.7% | $3,239+491.9% |
| Participant deferral / active EE | $15,764 | $10,872+45.0% | $4,738+232.7% | $5,455+189.0% |
| Admin fee / account holder | $331 | $87+279.9% | $8,875-96.3% | $74+347.6% |