Filed February 5, 2002 (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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,415,912 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,192,191 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Distr... | $135,180 |
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $36,858 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $23,375 |
DIRECT DATA CORPORATION1 year Filed as: DATA DIRECT CORP Service code 99 · EIN 58-2191799 | Other Fees | $9,587 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,739 | $173,253-5.5% | $80,022+104.6% | $73,367+123.2% |
| Participation rate | 81.8% | 88.8%-7.0pp | 75.8%+6.0pp | 69.5%+12.4pp |
| Annual return | -5.23% | -2.12%-3.1pp | 11.22%-16.4pp | 173.45%-178.7pp |
| Employer contribution / active EE | $4,607 | $6,338-27.3% | $2,468+86.7% | $2,499+84.4% |
| Participant deferral / active EE | $6,001 | $8,893-32.5% | $3,686+62.8% | $4,033+48.8% |
| Admin fee / account holder | $162 | $90+80.8% | $6,521-97.5% | $68+137.7% |