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 LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $2,571,553 |
THE BANK OF NEW YORK MELLON5 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $310,254 |
ELI LILLY AND COMPANY6+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $270,870 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Shareholder servicing fees; Securitie... | $220,282 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $75,936 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $24,943 |
CEM BENCHMARKING5 years Filed as: CEM BENCHMARKING INC. Service code 40 · EIN 98-0180257 | Foreign entity (e.g., an agent or bro... | $23,054 |
EVESTMENT ALLIANCE LLC2 years Service code 49 · EIN 90-0905513 | Other Services | $8,673 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $7,479 |
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 | $329,541 | $430,560-23.5% | $98,920+233.1% | $106,273+210.1% |
| Participation rate | 97.8% | 86.2%+11.6pp | 76.0%+21.8pp | 70.8%+27.0pp |
| Annual return | 14.42% | 17.89%-3.5pp | 196.47%-182.1pp | 21.70%-7.3pp |
| Employer contribution / active EE | $6,645 | $6,804-2.3% | $2,689+147.1% | $2,722+144.1% |
| Participant deferral / active EE | $12,861 | $9,623+33.6% | $4,245+203.0% | $4,601+179.5% |
| Admin fee / account holder | $120 | $220-45.7% | $6,643-98.2% | $78+52.6% |