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 | $1,622,008 |
BLACKROCK8 years Service code 21 · EIN 94-3112180 | Bank Trustee | $575,104 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $120,688 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $107,378 |
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 | $128,289 | $244,991-47.6% | $105,624+21.5% | $106,553+20.4% |
| Participation rate | 90.6% | 88.4%+2.2pp | 75.3%+15.3pp | 69.8%+20.7pp |
| Annual return | 14.54% | 13.48%+1.1pp | 116.20%-101.7pp | 17.37%-2.8pp |
| Employer contribution / active EE | $0 | $8,816-100.0% | $3,168-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $7,801 | $11,442-31.8% | $5,013+55.6% | $5,562+40.2% |
| Admin fee / account holder | $62 | $88-30.0% | $10,961-99.4% | $80-22.6% |