Filed April 7, 2015 (most recent of 5 filings on file)
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 LLC4 years Service code 11 · EIN 82-1061233 | Actuarial | $1,091,691 |
FUND DIRECT ADVISORS6+ years Filed as: FUND EVALUATION GROUP Service code 16 · EIN 01-0694771 | Consulting | $109,362 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $64,802 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $11,390 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 7.42% | 5230.06%-5222.6pp | 9.65%-2.2pp | 5230.06%-5222.6pp |
| Employer contribution / active EE | $2,372 | $10,491-77.4% | $27,458-91.4% | $10,491-77.4% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |