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 | $1,519,321 |
BLACKROCK7 years Service code 21 · EIN 94-3112180 | Bank Trustee | $829,170 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $207,602 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $132,424 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,964 | $225,491-47.7% | $98,462+19.8% | $96,393+22.4% |
| Participation rate | 89.8% | 87.3%+2.5pp | 75.2%+14.6pp | 71.3%+18.5pp |
| Annual return | 11.34% | 19.53%-8.2pp | 21.20%-9.9pp | 22.88%-11.5pp |
| Employer contribution / active EE | $0 | $8,386-100.0% | $3,049-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $7,228 | $10,872-33.5% | $4,738+52.5% | $5,455+32.5% |
| Admin fee / account holder | $70 | $87-19.6% | $8,875-99.2% | $74-5.3% |