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 Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $300,577 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES, LLC Service code 33 · EIN 36-2235791 | Securities brokerage; Finders' fees /... | $135,746 |
Filed as: PERSHING LLC Service code 13 · EIN 13-2741729 | Contract Administrator | $3,172 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT FINANCIAL SERVICES LLC Service code 61 | Distribution (12b-1) fees; Finders' f... | $1,414 |
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 | $203,771 | $90,410+125.4% | $91,004+123.9% | $77,958+161.4% |
| Participation rate | 88.9% | 86.4%+2.5pp | 75.6%+13.3pp | 71.6%+17.2pp |
| Annual return | 87.68% | 21.34%+66.3pp | 4.60%+83.1pp | 20.87%+66.8pp |
| Employer contribution / active EE | $5,987 | $3,392+76.5% | $2,456+143.8% | $2,310+159.1% |
| Participant deferral / active EE | $7,393 | $4,816+53.5% | $3,548+108.4% | $3,537+109.1% |
| Admin fee / account holder | $237 | $79+199.6% | $5,417-95.6% | $97+142.9% |