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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $3,247,029 |
D.B. ROOT & COMPANY, LLC2 years Service code 17 · EIN 82-1414976 | Pension Consulting | $109,080 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $97,256 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $66,768 |
COZEN O'CONNOR3 years Service code 29 · EIN 23-1732832 | Legal | $56,542 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $24,582 |
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 | $54,480 | $66,513-18.1% | $178,510-69.5% | $106,273-48.7% |
| Participation rate | 81.7% | 73.8%+7.9pp | 81.9%-0.3pp | 70.8%+10.9pp |
| Annual return | 29.35% | 21.81%+7.5pp | 151.13%-121.8pp | 21.70%+7.7pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $3,991 | $3,679+8.5% | $5,202-23.3% | $4,601-13.3% |
| Admin fee / account holder | $36 | $53-33.5% | $13,988-99.7% | $78-54.6% |