Filed August 28, 2003
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 |
|---|---|---|
Service code 14 · EIN 22-3696884 | Plan Administrator | $661,517 |
ALIGHT SOLUTIONS LLC9 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 11 · EIN 82-1061233 | Actuarial | $659,077 |
NORTHERN TRUST COMPANY6 years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $171,353 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $115,861 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING Service code 71 | Brokerage Fees | $47,610 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $11,606 |
THE BANK OF NEW YORK MELLON9 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,247 |
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 | $102,996 | $166,271-38.1% | $115,599-10.9% | $166,271-38.1% |
| Participation rate | 91.6% | 79.1%+12.5pp | 74.3%+17.4pp | 79.1%+12.5pp |
| Annual return | 16.31% | 15.58%+0.7pp | 111.10%-94.8pp | 15.58%+0.7pp |
| Employer contribution / active EE | $4,974 | $4,136+20.3% | $2,955+68.3% | $4,136+20.3% |
| Participant deferral / active EE | $5,108 | $7,214-29.2% | $4,889+4.5% | $7,214-29.2% |
| Admin fee / account holder | $111 | $445-75.1% | $12,841-99.1% | $445-75.1% |