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 LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,372,983 |
ELI LILLY AND COMPANY9+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $432,372 |
THE BANK OF NEW YORK MELLON8 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $291,032 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Shareholder servicing fees; Finders' ... | $154,379 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $90,161 |
CEM BENCHMARKING8 years Filed as: CEM BENCHMARKING INC. Service code 40 · EIN 98-0180257 | Other services; Direct payment from t... | $36,369 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $35,232 |
EVESTMENT ALLIANCE LLC5 years Service code 49 · EIN 90-0905513 | Other Services | $11,145 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $10,755 |
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 | $409,400 | $225,491+81.6% | $98,462+315.8% | $96,393+324.7% |
| Participation rate | 84.2% | 87.3%-3.2pp | 75.2%+9.0pp | 71.3%+12.9pp |
| Annual return | 26.81% | 19.53%+7.3pp | 21.20%+5.6pp | 22.88%+3.9pp |
| Employer contribution / active EE | $7,675 | $8,386-8.5% | $3,049+151.7% | $3,239+137.0% |
| Participant deferral / active EE | $14,225 | $10,872+30.8% | $4,738+200.2% | $5,455+160.8% |
| Admin fee / account holder | $73 | $87-15.8% | $8,875-99.2% | $74-0.8% |