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 LLC6 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $3,027,824 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,899,775 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRU CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $807,173 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $534,453 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $471,316 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $92,700 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $52,427 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $35,000 |
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 | $98,012 | $89,433+9.6% | $115,756-15.3% | $89,433+9.6% |
| Participation rate | 98.0% | 71.3%+26.8pp | 77.1%+21.0pp | 71.3%+26.8pp |
| Annual return | -11.58% | -11.88%+0.3pp | 143.14%-154.7pp | -11.88%+0.3pp |
| Employer contribution / active EE | $3,203 | $3,021+6.0% | $3,793-15.6% | $3,021+6.0% |
| Participant deferral / active EE | $8,928 | $5,125+74.2% | $6,254+42.8% | $5,125+74.2% |
| Admin fee / account holder | $112 | $79+40.8% | $8,124-98.6% | $79+40.8% |