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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $181,589 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $49,551 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $539,511 | $82,546+553.6% | $140,019+285.3% | $75,289+616.6% |
| Participation rate | 99.6% | 88.4%+11.3pp | 87.5%+12.1pp | 72.4%+27.2pp |
| Annual return | -6.10% | -0.36%-5.7pp | 651.19%-657.3pp | -0.04%-6.1pp |
| Employer contribution / active EE | $21,899 | $3,856+467.9% | $5,605+290.7% | $2,405+810.6% |
| Participant deferral / active EE | $12,035 | $5,731+110.0% | $6,927+73.8% | $3,739+221.9% |
| Admin fee / account holder | $63 | $86-26.5% | $10,705-99.4% | $102-38.4% |