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 LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,335,877 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,782,043 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $123,073 |
D.B. ROOT & COMPANY, LLC3 years Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $122,200 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $72,332 |
COZEN O'CONNOR4 years Service code 29 · EIN 23-1732832 | Legal | $27,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,891 | $68,062-19.4% | $185,854-70.5% | $106,520-48.5% |
| Participation rate | 69.8% | 75.2%-5.4pp | 81.7%-11.9pp | 71.3%-1.5pp |
| Annual return | 14.60% | 18.20%-3.6pp | 122.12%-107.5pp | 19.28%-4.7pp |
| Employer contribution / active EE | $1,465 | $1,997-26.6% | $5,169-71.6% | $2,840-48.4% |
| Participant deferral / active EE | $1,759 | $3,990-55.9% | $5,569-68.4% | $4,948-64.5% |
| Admin fee / account holder | $33 | $53-36.8% | $16,246-99.8% | $75-55.3% |