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 SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $879,485 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $143,387 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $54,388 |
MAYER HOFFMAN MCCANN P.C.5 years Service code 10 · EIN 43-1947695 | Accounting | $32,319 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 8.08% | 12.05%-4.0pp | 793.01%-784.9pp | 12.86%-4.8pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |