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 LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $689,148 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $137,108 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $60,636 |
MAYER HOFFMAN MCCANN P.C.7 years Service code 10 · EIN 43-1947695 | Accounting | $26,940 |
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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -7.45% | -13.75%+6.3pp | -4.80%-2.6pp | 23.41%-30.9pp |
| Employer contribution / active EE | $0 | $13,276-100.0% | $30,897-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |