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 LLC5 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $183,062 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $21,273 |
THE BANK OF NEW YORK MELLON7+ years Filed as: PERSHING LLC Service code 71 · EIN 13-2741729 | Brokerage Fees | $18,310 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $14,743 |
STRATEGIC BENEFIT ADVISORS7+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $11,402 |
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 | $200,814 | $144,879+38.6% | $111,319+80.4% | $93,010+115.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 11.09% | 18.11%-7.0pp | 54.68%-43.6pp | 158.70%-147.6pp |
| Employer contribution / active EE | $4,602 | $3,052+50.8% | $2,732+68.5% | $2,705+70.1% |
| Participant deferral / active EE | $5,647 | $5,576+1.3% | $4,488+25.8% | $4,561+23.8% |
| Admin fee / account holder | $138 | $104+33.4% | $7,966-98.3% | $152-9.0% |