Filed September 28, 2016
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $149,380 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $119,492 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $81,525 |
INVESCO2+ years Service code 28 · EIN 58-1707262 | Investment Management | $76,881 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 28 · EIN 27-2436452 | Investment Management | $75,000 |
AON CONSULTING1 year Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $68,664 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $24,439 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $20,947 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 61 · EIN 13-2741729 | Finders' fees / placement fees | $1,141 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,806 | $117,734+36.6% | $115,752+38.9% | $77,958+106.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 77.8%+11.1pp | 71.6%+17.2pp |
| Annual return | 14.68% | 17.65%-3.0pp | 19.41%-4.7pp | 20.87%-6.2pp |
| Employer contribution / active EE | $5,827 | $2,736+113.0% | $3,492+66.8% | $2,310+152.2% |
| Participant deferral / active EE | $6,040 | $4,435+36.2% | $5,204+16.1% | $3,537+70.8% |
| Admin fee / account holder | $395 | $75+426.7% | $6,278-93.7% | $97+305.4% |