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 LLP1 year Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $24,000 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $10,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,375 | $58,338-29.1% | $86,681-52.3% | $71,535-42.2% |
| Participation rate | 47.2% | 65.0%-17.8pp | 71.7%-24.5pp | 67.9%-20.7pp |
| Annual return | 14.38% | 24.09%-9.7pp | 593.32%-578.9pp | 28.97%-14.6pp |
| Employer contribution / active EE | $742 | $2,577-71.2% | $3,026-75.5% | $2,590-71.3% |
| Participant deferral / active EE | $1,249 | $3,441-63.7% | $4,440-71.9% | $4,292-70.9% |
| Admin fee / account holder | $306 | $1,058-71.0% | $5,620-94.5% | $1,589-80.7% |