Filed April 27, 2006
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 LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,561,090 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,714,880 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON, N.A. Service code 21 · EIN 13-5160382 | Bank Trustee | $206,117 |
D.B. ROOT & COMPANY, LLC3 years Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $112,747 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $73,056 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $30,585 |
COZEN O'CONNOR7 years Service code 29 · EIN 23-1732832 | Legal | $10,732 |
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 | $64,875 | $73,283-11.5% | $155,534-58.3% | $106,553-39.1% |
| Participation rate | 73.7% | 73.3%+0.4pp | 78.2%-4.5pp | 69.8%+3.9pp |
| Annual return | 15.08% | 15.76%-0.7pp | 64.92%-49.8pp | 17.37%-2.3pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $4,636 | $4,567+1.5% | $5,630-17.7% | $5,562-16.7% |
| Admin fee / account holder | $99 | $56+76.9% | $15,900-99.4% | $80+24.2% |