Filed August 1, 2006
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 |
|---|---|---|
ERNST & YOUNG LLP2 years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $24,000 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $15,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,733 | $58,311-25.0% | $81,882-46.6% | $80,959-46.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.92% | 41.85%-28.9pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,111 | $2,347-52.7% | $2,916-61.9% | $2,757-59.7% |
| Participant deferral / active EE | $1,862 | $3,287-43.4% | $4,323-56.9% | $4,300-56.7% |
| Admin fee / account holder | $385 | $4,752-91.9% | $7,360-94.8% | $6,925-94.4% |