Filed September 22, 2009 (most recent of 3 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 LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $183,005 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $35,421 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $22,283 |
STRATEGIC BENEFIT ADVISORS5+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $8,754 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $5,795 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Securities brokerage; Finders' fees /... | $2,166 |
THE BANK OF NEW YORK MELLON5+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,304 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,798 | $105,173+50.0% | $87,102+81.2% | $77,775+102.9% |
| Participation rate | 98.0% | 85.8%+12.2pp | 76.9%+21.1pp | 73.2%+24.8pp |
| Annual return | 18.26% | 24.52%-6.3pp | 28.19%-9.9pp | 32.58%-14.3pp |
| Employer contribution / active EE | $6,416 | $2,890+122.0% | $2,521+154.5% | $2,504+156.2% |
| Participant deferral / active EE | $6,533 | $5,048+29.4% | $4,048+61.4% | $3,966+64.7% |
| Admin fee / account holder | $147 | $105+40.8% | $7,493-98.0% | $100+47.1% |