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 LLC5 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 11 · EIN 82-1061233 | Actuarial | $833,461 |
NORTHERN TRUST COMPANY4 years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $238,094 |
Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $39,975 |
THE BANK OF NEW YORK MELLON5 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $5,819 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,003 | $114,195+134.7% | $106,554+151.5% | $93,010+188.1% |
| Participation rate | 93.6% | 86.4%+7.2pp | 76.1%+17.4pp | 73.9%+19.7pp |
| Annual return | 12.16% | 22.18%-10.0pp | 26.80%-14.6pp | 158.70%-146.5pp |
| Employer contribution / active EE | $7,606 | $4,009+89.7% | $2,819+169.8% | $2,705+181.1% |
| Participant deferral / active EE | $9,475 | $5,908+60.4% | $4,398+115.4% | $4,561+107.8% |
| Admin fee / account holder | $270 | $105+158.2% | $7,408-96.4% | $152+78.3% |