Filed July 1, 1992
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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $892,282 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $199,279 |
KPMG LLP8 years Service code 10 · EIN 13-5565207 | Accounting | $163,500 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $100,825 |
K&L GATES3 years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $31,891 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS PARTNERS Service code 28 130 TURNER ST BLDG 3, STE 510 · WALTHAM, MA 02453 | Investment Management | $25,000 |
BALLARD SPAHR LLP9+ years Service code 29 · EIN 23-0382195 | Legal | $13,625 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -0.95% | 5.48%-6.4pp | 9.82%-10.8pp | 9.30%-10.3pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |