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 LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,858,641 |
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $394,680 |
BLACKROCK9+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $314,664 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $79,440 |
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 | $392,769 | $244,991+60.3% | $105,624+271.9% | $106,553+268.6% |
| Participation rate | 72.3% | 88.4%-16.1pp | 75.3%-3.0pp | 69.8%+2.5pp |
| Annual return | 9.98% | 13.48%-3.5pp | 116.20%-106.2pp | 17.37%-7.4pp |
| Employer contribution / active EE | $10,224 | $8,816+16.0% | $3,168+222.8% | $3,359+204.4% |
| Participant deferral / active EE | $0 | $11,442-100.0% | $5,013-100.0% | $5,562-100.0% |
| Admin fee / account holder | $45 | $88-48.6% | $10,961-99.6% | $80-43.2% |