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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $718,606 |
NORTHERN TRUST COMPANY1 year Service code 20 · EIN 36-1561860 | Direct payment from the plan; Trustee... | $249,060 |
THE BANK OF NEW YORK MELLON4 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $2,127 |
ALIGHT SOLUTIONS LLC4 years Service code 63 | 12b-1 Fees | $375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,199 | $430,560-80.0% | $98,920-12.9% | $106,273-18.9% |
| Participation rate | 95.7% | 86.2%+9.5pp | 76.0%+19.7pp | 70.8%+24.9pp |
| Annual return | 139.68% | 17.89%+121.8pp | 196.47%-56.8pp | 21.70%+118.0pp |
| Employer contribution / active EE | $4,340 | $6,804-36.2% | $2,689+61.4% | $2,722+59.4% |
| Participant deferral / active EE | $4,406 | $9,623-54.2% | $4,245+3.8% | $4,601-4.2% |
| Admin fee / account holder | $126 | $220-43.0% | $6,643-98.1% | $78+60.1% |