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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,707,207 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 49 · EIN 82-1061233 | Other Services | $35,500 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $31,468 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $27,732 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,985 |
Service code 16 · EIN 53-0181291 | Consulting | $22,000 |
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 | $212,613 | $244,991-13.2% | $105,624+101.3% | $106,553+99.5% |
| Participation rate | 99.4% | 88.4%+11.1pp | 75.3%+24.2pp | 69.8%+29.6pp |
| Annual return | 15.01% | 13.48%+1.5pp | 116.20%-101.2pp | 17.37%-2.4pp |
| Employer contribution / active EE | $7,669 | $8,816-13.0% | $3,168+142.1% | $3,359+128.3% |
| Participant deferral / active EE | $9,564 | $11,442-16.4% | $5,013+90.8% | $5,562+71.9% |
| Admin fee / account holder | $76 | $88-13.6% | $10,961-99.3% | $80-4.5% |