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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,312,155 |
BLACKROCK3 years Service code 21 · EIN 94-3112180 | Bank Trustee | $533,655 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $177,749 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (securities); Direct paymen... | $98,889 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $108,635 | $201,404-46.1% | $93,621+16.0% | $89,609+21.2% |
| Participation rate | 87.1% | 87.5%-0.4pp | 75.8%+11.2pp | 69.6%+17.5pp |
| Annual return | 15.99% | 23.05%-7.1pp | 32.76%-16.8pp | 33.65%-17.7pp |
| Employer contribution / active EE | $0 | $6,528-100.0% | $2,719-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,446 | $9,208-40.9% | $4,070+33.8% | $4,222+29.0% |
| Admin fee / account holder | $64 | $89-27.9% | $7,890-99.2% | $72-10.1% |