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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,989,665 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUNTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,527,949 |
D.B. ROOT & COMPANY, LLC2 years Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $118,170 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $105,361 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $72,332 |
COZEN O'CONNOR3 years Service code 29 · EIN 23-1732832 | Legal | $61,362 |
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 | $49,431 | $66,513-25.7% | $178,510-72.3% | $106,273-53.5% |
| Participation rate | 72.3% | 73.8%-1.5pp | 81.9%-9.7pp | 70.8%+1.5pp |
| Annual return | 20.58% | 21.81%-1.2pp | 151.13%-130.5pp | 21.70%-1.1pp |
| Employer contribution / active EE | $1,415 | $1,776-20.3% | $5,011-71.8% | $2,722-48.0% |
| Participant deferral / active EE | $1,687 | $3,679-54.1% | $5,202-67.6% | $4,601-63.3% |
| Admin fee / account holder | $34 | $53-36.0% | $13,988-99.8% | $78-56.3% |