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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,435,926 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $982,402 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Finders' f... | $264,436 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $80,723 |
MAYER HOFFMAN MCCANN P.C.5 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $24,164 |
DIRECT DATA CORPORATION1 year Filed as: DIRECT DATA CORP Service code 16 · EIN 58-2191799 | Consulting | $20,174 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $15,200 |
NORTHERN TRUST COMPANY2 years Service code 25 · EIN 36-1561860 | Directed Trustee | $10,161 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,043 | $430,560-49.6% | $98,920+119.4% | $106,273+104.2% |
| Participation rate | 98.6% | 86.2%+12.4pp | 76.0%+22.5pp | 70.8%+27.8pp |
| Annual return | 13.06% | 17.89%-4.8pp | 196.47%-183.4pp | 21.70%-8.6pp |
| Employer contribution / active EE | $6,562 | $6,804-3.5% | $2,689+144.0% | $2,722+141.1% |
| Participant deferral / active EE | $8,762 | $9,623-8.9% | $4,245+106.4% | $4,601+90.4% |
| Admin fee / account holder | $163 | $220-26.2% | $6,643-97.6% | $78+107.5% |