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 LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,774,249 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $600,613 |
BLACKROCK8+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $500,196 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $117,696 |
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 | $379,476 | $225,491+68.3% | $98,462+285.4% | $96,393+293.7% |
| Participation rate | 72.5% | 87.3%-14.8pp | 75.2%-2.6pp | 71.3%+1.3pp |
| Annual return | 6.60% | 19.53%-12.9pp | 21.20%-14.6pp | 22.88%-16.3pp |
| Employer contribution / active EE | $9,845 | $8,386+17.4% | $3,049+222.9% | $3,239+204.0% |
| Participant deferral / active EE | $0 | $10,872-100.0% | $4,738-100.0% | $5,455-100.0% |
| Admin fee / account holder | $52 | $87-40.5% | $8,875-99.4% | $74-29.9% |