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 LLC7 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 16 · EIN 82-1061233 | Consulting | $1,142,619 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $922,296 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $343,638 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $72,328 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $23,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,796 |
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 | $204,975 | $225,491-9.1% | $98,462+108.2% | $96,393+112.6% |
| Participation rate | 99.4% | 87.3%+12.1pp | 75.2%+24.2pp | 71.3%+28.1pp |
| Annual return | 17.94% | 19.53%-1.6pp | 21.20%-3.3pp | 22.88%-4.9pp |
| Employer contribution / active EE | $7,602 | $8,386-9.4% | $3,049+149.3% | $3,239+134.7% |
| Participant deferral / active EE | $9,599 | $10,872-11.7% | $4,738+102.6% | $5,455+76.0% |
| Admin fee / account holder | $118 | $87+35.3% | $8,875-98.7% | $74+59.4% |