Filed June 19, 1995
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 LLC1 year Service code 11 · EIN 36-2235791 | Actuarial | $2,097,984 |
ENTERPRISE BANK & TRUST2 years Filed as: ENTERPRISE BANK AND TRUST (NISA) Service code 21 101 SOUTH HANLEY ROAD · ST. LOUIS, MO 63105 | Bank Trustee | $381,216 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $202,887 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $143,500 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $59,593 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: J.P. MORGAN CHASE BANK N.A. Service code 72 | Other investment fees and expenses | $6,038 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.4%-47.4pp |
| Annual return | 10.62% | 10.25%+0.4pp | 10.78%-0.2pp | 12.16%-1.5pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |