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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $294,500 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $141,271 |
INVESCO4+ years Service code 28 · EIN 58-1707262 | Investment Management | $86,370 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 28 · EIN 27-2436452 | Investment Management | $50,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $40,159 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $27,050 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $21,351 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS Service code 71 | Brokerage Fees | $3,207 |
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,705 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage commissions and ... | $744 |
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 | $200,530 | $75,419+165.9% | $392,568-48.9% | $67,584+196.7% |
| Participation rate | 73.0% | 74.8%-1.8pp | 78.1%-5.0pp | 71.3%+1.7pp |
| Annual return | 17.56% | 36.70%-19.1pp | 24.42%-6.9pp | 378.59%-361.0pp |
| Employer contribution / active EE | $8,460 | $2,636+220.9% | $3,783+123.6% | $2,148+293.9% |
| Participant deferral / active EE | $8,991 | $4,347+106.8% | $5,985+50.2% | $3,540+154.0% |
| Admin fee / account holder | $605 | $114+431.6% | $6,260-90.3% | $142+325.1% |