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 LLC5 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $269,655 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $127,022 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 28 · EIN 27-2436452 | Investment Management | $77,500 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $30,870 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $19,271 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $11,000 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS Service code 71 | Brokerage Fees | $4,751 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,115 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Other fees; Securities brokerage; Sec... | $509 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,552 | $89,904+165.3% | $453,569-47.4% | $86,828+174.7% |
| Participation rate | 92.1% | 75.7%+16.4pp | 78.0%+14.1pp | 72.3%+19.8pp |
| Annual return | 9.97% | 19.72%-9.8pp | 64.43%-54.5pp | 97.95%-88.0pp |
| Employer contribution / active EE | $7,649 | $3,279+133.3% | $4,072+87.9% | $2,406+217.9% |
| Participant deferral / active EE | $8,416 | $5,114+64.6% | $6,211+35.5% | $4,132+103.7% |
| Admin fee / account holder | $353 | $156+127.0% | $11,214-96.8% | $170+108.4% |