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 LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $964,323 |
THE BANK OF NEW YORK MELLON7 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $318,238 |
ELI LILLY AND COMPANY8+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $209,036 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Secur... | $180,750 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $83,433 |
CEM BENCHMARKING7 years Filed as: CEM BENCHMARKING INC. Service code 40 · EIN 98-0180257 | Foreign entity (e.g., an agent or bro... | $33,515 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $25,669 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $17,489 |
EVESTMENT ALLIANCE LLC4 years Service code 49 · EIN 90-0905513 | Other Services | $10,058 |
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 | $322,643 | $185,545+73.9% | $90,767+255.5% | $89,433+260.8% |
| Participation rate | 98.8% | 85.0%+13.8pp | 75.7%+23.1pp | 71.3%+27.6pp |
| Annual return | -7.77% | -13.56%+5.8pp | -12.16%+4.4pp | -11.88%+4.1pp |
| Employer contribution / active EE | $6,719 | $7,210-6.8% | $2,922+130.0% | $3,021+122.4% |
| Participant deferral / active EE | $12,867 | $9,550+34.7% | $4,565+181.8% | $5,125+151.1% |
| Admin fee / account holder | $49 | $100-51.1% | $8,445-99.4% | $79-38.3% |