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 | $201,808 |
NORTHERN TRUST COMPANY3+ years Service code 18 · EIN 36-1561860 | Direct payment from the plan; Trustee... | $138,292 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $3,593 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,203-100.0% | $93,621-100.0% | $152,914-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.8%-75.8pp | 82.5%-82.5pp |
| Annual return | -100.60% | 35.96%-136.6pp | 32.76%-133.4pp | 345.48%-446.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |