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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,886,782 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,071,674 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $310,367 |
THE BANK OF NEW YORK MELLON7+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $88,527 |
MAYER HOFFMAN MCCANN P.C.6 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $21,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS Service code 63 | 12b-1 Fees | $1,443 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,587 | $239,209-4.9% | $106,548+113.6% | $106,520+113.7% |
| Participation rate | 96.7% | 89.6%+7.1pp | 76.1%+20.6pp | 71.3%+25.4pp |
| Annual return | 14.91% | 17.49%-2.6pp | 26.80%-11.9pp | 19.28%-4.4pp |
| Employer contribution / active EE | $6,194 | $6,641-6.7% | $2,819+119.7% | $2,840+118.1% |
| Participant deferral / active EE | $8,448 | $9,673-12.7% | $4,398+92.1% | $4,948+70.7% |
| Admin fee / account holder | $180 | $95+89.1% | $7,407-97.6% | $75+141.1% |