Filed May 31, 1995
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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,079,443 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $477,925 |
ELI LILLY AND COMPANY7+ years Service code 13 · EIN 35-0470950 | Contract Administrator | $193,071 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $67,920 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $5,348 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 18.02% | 13.51%+4.5pp | 36.37%-18.4pp | 13.51%+4.5pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $37,223-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $524-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |