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 LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,659,429 |
BLACKROCK9 years Service code 21 · EIN 94-3112180 | Bank Trustee | $1,097,823 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $173,910 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $123,402 |
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).
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 | $133,762 | $93,901+42.5% | $148,496-9.9% | $93,901+42.5% |
| Participation rate | 90.9% | 81.9%+9.0pp | 76.0%+14.9pp | 81.9%+9.0pp |
| Annual return | 9.37% | 11.15%-1.8pp | 12.33%-3.0pp | 11.15%-1.8pp |
| Employer contribution / active EE | $3 | $4,205-99.9% | $3,497-99.9% | $4,205-99.9% |
| Participant deferral / active EE | $8,313 | $4,155+100.1% | $4,808+72.9% | $4,155+100.1% |
| Admin fee / account holder | $76 | $66+14.6% | $19,547-99.6% | $66+14.6% |