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 LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $3,162,992 |
ELI LILLY AND COMPANY5+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $317,260 |
THE BANK OF NEW YORK MELLON4 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $304,489 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Shareholder servicing fees; Securitie... | $161,906 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $76,103 |
CEM BENCHMARKING4 years Filed as: CEM BENCHMARKING INC. Service code 40 · EIN 98-0180257 | Foreign entity (e.g., an agent or bro... | $30,737 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $24,943 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $13,183 |
GROOM LAW GROUP5+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $12,204 |
EVESTMENT ALLIANCE LLC1 year Service code 49 · EIN 90-0905513 | Other Services | $8,174 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,921 | $201,404+44.4% | $93,621+210.7% | $89,609+224.7% |
| Participation rate | 98.1% | 87.5%+10.6pp | 75.8%+22.3pp | 69.6%+28.5pp |
| Annual return | 14.54% | 23.05%-8.5pp | 32.76%-18.2pp | 33.65%-19.1pp |
| Employer contribution / active EE | $6,548 | $6,528+0.3% | $2,719+140.9% | $2,584+153.4% |
| Participant deferral / active EE | $12,260 | $9,208+33.1% | $4,070+201.3% | $4,222+190.4% |
| Admin fee / account holder | $147 | $89+64.6% | $7,890-98.1% | $72+105.4% |