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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $1,189,810 |
AON CONSULTING3+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $968,419 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $321,939 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $120,538 |
CANTOR FITZGERALD3+ years Service code 17 · EIN 35-2470761 | Pension Consulting | $92,880 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $75,114 |
BUCHANAN INGERSOLL & ROONEY PC3+ years Filed as: BUCHANAN INGERSOLL & ROONEY Service code 29 · EIN 25-1698000 | Legal | $6,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,224 | $53,684-19.5% | $170,435-74.6% | $80,976-46.6% |
| Participation rate | 66.2% | 69.2%-3.0pp | 83.6%-17.4pp | 68.3%-2.0pp |
| Annual return | 23.84% | 25.97%-2.1pp | 205.94%-182.1pp | 22.91%+0.9pp |
| Employer contribution / active EE | $1,151 | $1,642-29.9% | $5,432-78.8% | $2,402-52.1% |
| Participant deferral / active EE | $1,516 | $3,017-49.7% | $4,939-69.3% | $3,848-60.6% |
| Admin fee / account holder | $52 | $46+11.1% | $13,881-99.6% | $67-23.6% |