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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,156,194 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,644,963 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $113,606 |
D.B. ROOT & COMPANY, LLC1 year Filed as: DB. ROOT & COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $112,800 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $66,768 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $25,500 |
COZEN O'CONNOR4 years Service code 29 · EIN 23-1732832 | Legal | $25,033 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,948 | $68,062-11.9% | $185,823-67.7% | $106,520-43.7% |
| Participation rate | 78.1% | 75.2%+2.9pp | 81.7%-3.6pp | 71.3%+6.8pp |
| Annual return | 15.50% | 18.20%-2.7pp | 122.05%-106.5pp | 19.28%-3.8pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,167-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $4,236 | $3,990+6.2% | $5,568-23.9% | $4,948-14.4% |
| Admin fee / account holder | $34 | $53-35.4% | $16,237-99.8% | $75-54.3% |