Filed March 24, 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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $9,107,123 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $8,241,118 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,329,601 |
SEPIRE LLC1 year Service code 15 · EIN 30-1111822 | Recordkeeping | $646,637 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $374,996 |
SMARTPATH, INC.1 year Service code 16 · EIN 37-1851490 | Consulting | $215,000 |
Filed as: SMITH, GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $137,806 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,957 | $57,150+11.9% | $93,727-31.8% | $106,553-40.0% |
| Participation rate | 44.3% | 49.1%-4.8pp | 68.7%-24.4pp | 69.8%-25.5pp |
| Annual return | 13.57% | 15.81%-2.2pp | 133.83%-120.3pp | 17.37%-3.8pp |
| Employer contribution / active EE | $691 | $1,015-31.9% | $2,421-71.5% | $3,359-79.4% |
| Participant deferral / active EE | $1,818 | $1,853-1.9% | $4,417-58.8% | $5,562-67.3% |
| Admin fee / account holder | $91 | $64+41.0% | $8,292-98.9% | $80+13.9% |