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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $102,070 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES, LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Secur... | $46,275 |
Filed as: PERSHING LLC Service code 59 | Shareholder Servicing | $1 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS Service code 61 | Finders' fees / placement fees | $0 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 63 | 12b-1 Fees | $0 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT FINANCIAL SERVICES LLC Service code 61 | Distribution (12b-1) fees; Finders' f... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,242 | $2,226,388-97.6% | $91,001-41.5% | $177,276-70.0% |
| Participation rate | 78.5% | 85.1%-6.7pp | 75.6%+2.9pp | 74.8%+3.6pp |
| Annual return | 26.82% | 20.16%+6.7pp | 4.60%+22.2pp | 21.25%+5.6pp |
| Employer contribution / active EE | $2,566 | $4,139-38.0% | $2,456+4.5% | $2,479+3.5% |
| Participant deferral / active EE | $2,541 | $6,423-60.4% | $3,547-28.4% | $3,881-34.5% |
| Admin fee / account holder | $21 | $1,921-98.9% | $5,417-99.6% | $154-86.2% |