Filed July 6, 2004
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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,732,950 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $468,464 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $342,640 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $81,294 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $269,323 | $173,253+55.5% | $80,022+236.6% | $73,367+267.1% |
| Participation rate | 84.8% | 88.8%-4.0pp | 75.8%+9.0pp | 69.5%+15.3pp |
| Annual return | -7.13% | -2.12%-5.0pp | 11.22%-18.3pp | 173.45%-180.6pp |
| Employer contribution / active EE | $11,020 | $6,338+73.9% | $2,468+346.5% | $2,499+341.0% |
| Participant deferral / active EE | $0 | $8,893-100.0% | $3,686-100.0% | $4,033-100.0% |
| Admin fee / account holder | $49 | $90-45.5% | $6,521-99.2% | $68-28.4% |