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 LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $3,190,520 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,933,275 |
Filed as: STATE STREET GLOBAL ADVISORS TRU CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $809,665 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $522,136 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $406,356 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $271,415 |
ALLSTATE INSURANCE COMPANY7+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $112,320 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $92,700 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $75,000 |
Service code 16 · EIN 53-0181291 | Consulting | $10,000 |
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 | $114,883 | $106,520+7.9% | $453,569-74.7% | $106,520+7.9% |
| Participation rate | 96.5% | 71.3%+25.2pp | 78.0%+18.5pp | 71.3%+25.2pp |
| Annual return | 14.73% | 19.28%-4.6pp | 64.43%-49.7pp | 19.28%-4.6pp |
| Employer contribution / active EE | $2,550 | $2,840-10.2% | $4,072-37.4% | $2,840-10.2% |
| Participant deferral / active EE | $13,262 | $4,948+168.0% | $6,211+113.5% | $4,948+168.0% |
| Admin fee / account holder | $121 | $75+62.1% | $11,214-98.9% | $75+62.1% |