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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,409,422 |
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $578,480 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $138,415 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $118,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,526 | $185,545-40.4% | $90,767+21.8% | $89,433+23.6% |
| Participation rate | 88.7% | 85.0%+3.7pp | 75.7%+13.0pp | 71.3%+17.5pp |
| Annual return | -6.35% | -13.56%+7.2pp | -12.16%+5.8pp | -11.88%+5.5pp |
| Employer contribution / active EE | $0 | $7,210-100.0% | $2,922-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $6,600 | $9,550-30.9% | $4,565+44.6% | $5,125+28.8% |
| Admin fee / account holder | $60 | $100-39.7% | $8,445-99.3% | $79-23.9% |