Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 13-3954297 | Consulting | $7,200,100 |
Filed as: PRUDENTIAL Service code 15 · EIN 06-1050034 | Recordkeeping | $1,005,538 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $171,950 |
IBM1 year Service code 49 · EIN 13-0871985 | Other Services | $104,100 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $11,956 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.99% | 13.80%+0.2pp | -2.84%+16.8pp | 13.80%+0.2pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $33,329-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $9 | $448-98.0% | $51-82.5% | $448-98.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |