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 LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,874,386 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,850,729 |
D.B. ROOT & COMPANY, LLC1 year Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $112,800 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $72,961 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $66,864 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $27,019 |
COZEN O'CONNOR5 years Service code 29 · EIN 23-1732832 | Legal | $13,380 |
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 | $49,902 | $83,057-39.9% | $143,801-65.3% | $89,433-44.2% |
| Participation rate | 81.3% | 74.0%+7.3pp | 80.3%+1.0pp | 71.3%+10.0pp |
| Annual return | -16.19% | -13.97%-2.2pp | -0.04%-16.2pp | -11.88%-4.3pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,952-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $4,680 | $4,281+9.3% | $5,639-17.0% | $5,125-8.7% |
| Admin fee / account holder | $32 | $83-61.2% | $14,680-99.8% | $79-59.5% |