Filed January 30, 2006 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $820,144 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 · EIN 36-3608252 | Recordkeeping | $638,564 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $340,639 |
Filed as: TOWERS WATSON DELAWARE INC Service code 15 · EIN 53-0181291 | Recordkeeping | $97,450 |
MATRIX TRUST COMPANY5+ years Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $77,836 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,090 | $100,179+17.9% | $84,029+40.5% | $89,609+31.8% |
| Participation rate | 47.0% | 54.1%-7.1pp | 69.0%-22.1pp | 69.6%-22.6pp |
| Annual return | 20.02% | 22.50%-2.5pp | 71.32%-51.3pp | 33.65%-13.6pp |
| Employer contribution / active EE | $1,326 | $816+62.5% | $1,984-33.1% | $2,584-48.7% |
| Participant deferral / active EE | $2,985 | $1,459+104.6% | $3,239-7.8% | $4,222-29.3% |
| Admin fee / account holder | $71 | $72-1.8% | $6,102-98.8% | $72-1.1% |