Filed October 21, 2011 (most recent of 5 filings on file)
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 Service code 14 · EIN 82-1061233 | Plan Administrator | $1,133,018 |
Service code 16 101 SOUTH HANLEY ROAD · ST. LOUIS, MO 63105 | Consulting | $828,791 |
Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 95-2705767 | Advisory (Plan) | $520,609 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 14 · EIN 27-2436452 | Plan Administrator | $502,030 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $315,290 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $265,985 |
STRATEGIC BENEFIT ADVISORS3 years Service code 16 · EIN 03-0415817 | Consulting | $65,661 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $17,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 95.94% | 36.82%+59.1pp | 18.06%+77.9pp | 53.27%+42.7pp |
| Employer contribution / active EE | $0 | $13,338-100.0% | $30,411-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |