Filed December 10, 2005
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 | $1,273,164 |
MERCER9 years Service code 11 · EIN 13-2834414 | Actuarial | $313,799 |
NORTHERN TRUST COMPANY10+ years Service code 10 · EIN 36-1561860 | Accounting | $115,288 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $70,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $79,278-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 3.06% | 7.72%-4.7pp | 0.87%+2.2pp | 7.72%-4.7pp |
| Employer contribution / active EE | $5,103 | $10,549-51.6% | $17,293-70.5% | $10,549-51.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $0 | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $20-100.0% | - |