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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $983,736 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $836,453 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN RED CROSS Service code 35 · EIN 53-0196605 | Direct payment from the plan; Employe... | $354,242 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $154,554 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $63,023 |
ROBERT HALF1 year Service code 50 · EIN 94-1648752 | Direct Payment | $59,334 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $32,375 |
ADSUAR MUNIZ GOYCO & BESOA PSC1 year Service code 29 · EIN 66-0546004 | Legal | $17,680 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 23-0382195 | Legal | $15,083 |
THE BANK OF NEW YORK MELLON8+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $9,568 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,971 | $83,057-25.4% | $143,757-56.9% | $89,394-30.7% |
| Participation rate | 82.8% | 74.0%+8.7pp | 80.3%+2.5pp | 71.3%+11.5pp |
| Annual return | -15.50% | -13.97%-1.5pp | -0.04%-15.5pp | -11.89%-3.6pp |
| Employer contribution / active EE | $2,147 | $2,095+2.5% | $4,951-56.6% | $3,022-28.9% |
| Participant deferral / active EE | $4,554 | $4,281+6.4% | $5,637-19.2% | $5,123-11.1% |
| Admin fee / account holder | $118 | $83+42.1% | $14,673-99.2% | $79+48.5% |