Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT Service code 13 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Contract Administrator | $3,811,638 |
VITAL WEALTH MANAGEMENT2 years Filed as: VITAL RECORD CONTROL Service code 28 5400 MELTECH BLVD #101 · MEMPHIS, TN 38118 | Investment Management | $1,945,238 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $756,086 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $264,921 |
CURCIO WEBB6+ years Service code 28 · EIN 36-4171366 | Investment Management | $113,184 |
SEDGEWICK CMS6+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $86,898 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $40,000 |
EM PRINTING5 years Service code 50 · EIN 47-5104757 | Direct Payment | $37,381 |
Filed as: MASSMUTUAL FINANCIAL GROUP Service code 23 · EIN 04-1590850 | Insurance services | $32,240 |
DIRECT PATH3 years Filed as: DIRECT PATH LLC Service code 28 1 BURLINGTON WOODS DRIVE #102 · BURLINGTON, MA 01803 | Investment Management | $30,188 |
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 23.38% | 13.80%+9.6pp | 793.01%-769.6pp | 13.80%+9.6pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $27,004-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $154-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |