Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 13 | Contract Administrator | $5,724,106 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,588,325 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 50 · EIN 43-1796706 | Direct Payment | $747,467 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 | Investment Management | $228,725 |
CURCIO WEBB4+ years Service code 28 · EIN 36-4171366 | Investment Management | $192,741 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $162,575 |
DIRECT PATH1 year Filed as: DIRECT PATH LLC Service code 28 | Investment Management | $158,503 |
MERCER1 year Service code 28 | Investment Management | $136,050 |
SEDGEWICK CMS4+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $80,520 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 28 | Investment Management | $78,987 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -2.92% | -1.95%-1.0pp | 4.36%-7.3pp | -1.95%-1.0pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $27,383-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $75-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |