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 LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $169,778 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $26,384 |
STRATEGIC BENEFIT ADVISORS6+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $12,411 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $10,512 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $8,945 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,891 | $176,471+1.9% | $95,968+87.4% | $90,274+99.3% |
| Participation rate | 99.8% | 86.6%+13.2pp | 77.1%+22.7pp | 73.4%+26.4pp |
| Annual return | 17.13% | 20.15%-3.0pp | 91.65%-74.5pp | 53.97%-36.8pp |
| Employer contribution / active EE | $5,063 | $2,783+81.9% | $2,542+99.2% | $2,523+100.6% |
| Participant deferral / active EE | $6,112 | $5,325+14.8% | $4,167+46.7% | $4,231+44.5% |
| Admin fee / account holder | $128 | $154-17.0% | $6,798-98.1% | $114+12.3% |