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 28 · EIN 82-1061233 | Investment Management | $1,299,924 |
BLACKROCK2 years Service code 21 · EIN 94-3112180 | Bank Trustee | $535,506 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $174,017 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $80,210 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,416 | $173,253-41.5% | $80,022+26.7% | $73,367+38.2% |
| Participation rate | 80.3% | 88.8%-8.6pp | 75.8%+4.4pp | 69.5%+10.8pp |
| Annual return | 4.29% | -2.12%+6.4pp | 11.22%-6.9pp | 173.45%-169.2pp |
| Employer contribution / active EE | $0 | $6,338-100.0% | $2,468-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $4,581 | $8,893-48.5% | $3,686+24.3% | $4,033+13.6% |
| Admin fee / account holder | $66 | $90-26.5% | $6,521-99.0% | $68-3.4% |