Filed May 1, 2015
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $116,237 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $111,742 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $56,990 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $606,628 | $89,274+579.5% | $149,721+305.2% | $77,958+678.1% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 20.76% | 20.36%+0.4pp | 1501.67%-1480.9pp | 20.87%-0.1pp |
| Employer contribution / active EE | $22,182 | $3,727+495.2% | $5,444+307.4% | $2,310+860.0% |
| Participant deferral / active EE | $11,887 | $5,382+120.8% | $6,568+81.0% | $3,537+236.1% |
| Admin fee / account holder | $83 | $240-65.5% | $11,282-99.3% | $97-15.1% |