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 LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,495,263 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,809,990 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $162,860 |
D.B. ROOT & COMPANY, LLC5 years Filed as: D.B. ROOT COMPANY, LLC Service code 17 · EIN 82-1414976 | Pension Consulting | $122,200 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $73,539 |
COZEN O'CONNOR6 years Service code 29 · EIN 23-1732832 | Legal | $14,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,742 | $68,330-19.9% | $149,740-63.4% | $96,393-43.2% |
| Participation rate | 71.2% | 74.6%-3.4pp | 78.8%-7.6pp | 71.3%-0.1pp |
| Annual return | 19.71% | 29.64%-9.9pp | 134.51%-114.8pp | 22.88%-3.2pp |
| Employer contribution / active EE | $1,681 | $2,139-21.4% | $4,821-65.1% | $3,239-48.1% |
| Participant deferral / active EE | $1,970 | $4,422-55.5% | $5,683-65.3% | $5,455-63.9% |
| Admin fee / account holder | $33 | $52-36.6% | $13,222-99.8% | $74-55.4% |