Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT Service code 13 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Contract Administrator | $4,226,149 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,049,889 |
VITAL WEALTH MANAGEMENT1 year Filed as: VITAL RECORD CONTROL Service code 28 5400 MELTECH BLVD #101 · MEMPHIS, TN 38118 | Investment Management | $521,525 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $505,675 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $177,200 |
SEDGEWICK CMS5+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $109,925 |
CURCIO WEBB5+ years Service code 28 · EIN 36-4171366 | Investment Management | $50,898 |
Filed as: MASSMUTUAL FINANCIAL GROUP Service code 23 · EIN 04-1590850 | Insurance services | $42,572 |
DIRECT PATH2 years Filed as: DIRECT PATH LLC Service code 28 1 BURLINGTON WOODS DRIVE #102 · BURLINGTON, MA 01803 | Investment Management | $31,269 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $27,959 |
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 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 22.33% | 24.48%-2.2pp | 18.06%+4.3pp | 24.48%-2.2pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $30,411-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $40-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |