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 LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,416,373 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $945,457 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Distribution (1... | $79,912 |
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $19,607 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,483 | $173,253-60.5% | $80,022-14.4% | $73,367-6.7% |
| Participation rate | 79.9% | 88.8%-9.0pp | 75.8%+4.0pp | 69.5%+10.4pp |
| Annual return | -4.96% | -2.12%-2.8pp | 11.22%-16.2pp | 173.45%-178.4pp |
| Employer contribution / active EE | $1,601 | $6,338-74.7% | $2,468-35.1% | $2,499-35.9% |
| Participant deferral / active EE | $3,358 | $8,893-62.2% | $3,686-8.9% | $4,033-16.7% |
| Admin fee / account holder | $121 | $90+34.3% | $6,521-98.1% | $68+76.6% |