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 LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,964,958 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $561,139 |
ELI LILLY AND COMPANY8+ years Service code 13 · EIN 35-0470950 | Contract Administrator | $125,769 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $72,000 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $28,810 |
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 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -12.69% | 7.68%-20.4pp | -4.80%-7.9pp | 7.68%-20.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $30,897-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |