Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT Service code 13 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Contract Administrator | $4,079,631 |
Service code 11 · EIN 53-0181291 | Actuarial | $1,324,003 |
VITAL WEALTH MANAGEMENT3 years Filed as: VITAL RECORD CONTROL Service code 15 5400 MELTECH BLVD #101 · MEMPHIS, TN 38118 | Recordkeeping | $733,531 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $359,270 |
SCANTEK1 year Filed as: SCANTEK INC Service code 15 1100 EASTON RD · WILLOW GROVE, PA 19090 | Recordkeeping | $275,216 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $172,500 |
CURCIO WEBB7+ years Service code 16 · EIN 36-4171366 | Consulting | $119,278 |
SEDGEWICK CMS7+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $100,854 |
EM PRINTING6 years Service code 50 · EIN 47-5104757 | Direct Payment | $42,203 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANT CO, LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $8,250 |
Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 5.07% | 13.51%-8.4pp | 36.37%-31.3pp | 13.51%-8.4pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $37,223-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $524-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |