Filed March 22, 2012 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,667,972 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,760,619 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR TRST CO Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $645,051 |
INVESCO5+ years Filed as: INVESCO ADVISORS INC. Service code 28 · EIN 58-1707262 | Investment Management | $497,250 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $423,932 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $400,398 |
ALLSTATE INSURANCE COMPANY5+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $176,554 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-5133500 | Accounting | $90,486 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $20,000 |
MERCER5+ years Filed as: MERCER CONSULTING Service code 38 · EIN 13-2834414 | Participant Communication | $9,003 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,019 | $89,609+41.7% | $392,568-67.6% | $89,609+41.7% |
| Participation rate | 96.6% | 69.6%+27.0pp | 78.1%+18.5pp | 69.6%+27.0pp |
| Annual return | 22.25% | 33.65%-11.4pp | 24.42%-2.2pp | 33.65%-11.4pp |
| Employer contribution / active EE | $1,520 | $2,584-41.2% | $3,783-59.8% | $2,584-41.2% |
| Participant deferral / active EE | $6,336 | $4,222+50.1% | $5,985+5.9% | $4,222+50.1% |
| Admin fee / account holder | $145 | $72+101.9% | $6,260-97.7% | $72+101.9% |