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 LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $563,615 |
NORTHERN TRUST COMPANY2 years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $169,514 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $6,126 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,495 | $96,403+125.6% | $93,621+132.3% | $77,775+179.6% |
| Participation rate | 92.5% | 87.6%+4.8pp | 75.8%+16.6pp | 73.2%+19.3pp |
| Annual return | 24.01% | 39.36%-15.4pp | 32.76%-8.8pp | 32.58%-8.6pp |
| Employer contribution / active EE | $7,142 | $3,616+97.5% | $2,719+162.7% | $2,504+185.2% |
| Participant deferral / active EE | $8,715 | $5,341+63.2% | $4,070+114.1% | $3,966+119.7% |
| Admin fee / account holder | $188 | $90+109.9% | $7,890-97.6% | $100+87.8% |