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 LLC9 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $161,684 |
STRATEGIC BENEFIT ADVISORS11+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $96,267 |
PRICEWATERHOUSECOOPERS LLP11+ years Service code 10 · EIN 13-4008324 | Accounting | $56,500 |
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $33,060 |
NORTHERN TRUST COMPANY11+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $28,982 |
THE BANK OF NEW YORK MELLON11+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $28,611 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Finders' fees / placement fees; Distr... | $18,612 |
CATERPILLAR INC3 years Service code 30 · EIN 37-0602744 | Employee (plan); Direct payment from ... | $10,456 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,614 | $139,251+59.1% | $113,397+95.4% | $100,573+120.4% |
| Participation rate | 97.7% | 88.8%+8.9pp | 76.5%+21.2pp | 70.9%+26.8pp |
| Annual return | 34.56% | 14.13%+20.4pp | 23.20%+11.4pp | 18.89%+15.7pp |
| Employer contribution / active EE | $4,963 | $3,969+25.1% | $2,977+66.7% | $3,763+31.9% |
| Participant deferral / active EE | $5,942 | $7,399-19.7% | $5,076+17.1% | $4,921+20.8% |
| Admin fee / account holder | $158 | $149+5.7% | $11,957-98.7% | $454-65.2% |