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 LLC6 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 11 · EIN 82-1061233 | Actuarial | $649,290 |
AMERICAN FUNDS1 year Filed as: GW CAPITAL INC. Service code 28 · EIN 68-0204817 | Investment Management | $513,197 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $245,743 |
NORTHERN TRUST COMPANY3 years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $140,119 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $30,322 |
THE BANK OF NEW YORK MELLON6 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $285 |
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 | $72,422 | $185,545-61.0% | $90,767-20.2% | $89,433-19.0% |
| Participation rate | 98.5% | 85.0%+13.5pp | 75.7%+22.8pp | 71.3%+27.3pp |
| Annual return | -15.97% | -13.56%-2.4pp | -12.16%-3.8pp | -11.88%-4.1pp |
| Employer contribution / active EE | $4,602 | $7,210-36.2% | $2,922+57.5% | $3,021+52.3% |
| Participant deferral / active EE | $4,814 | $9,550-49.6% | $4,565+5.5% | $5,125-6.1% |
| Admin fee / account holder | $117 | $100+16.9% | $8,445-98.6% | $79+47.5% |