Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT Service code 13 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Contract Administrator | $7,065,037 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,207,756 |
SCANTEK2 years Filed as: SCANTEK INC Service code 15 1100 EASTON RD · WILLOW GROVE, PA 19090 | Recordkeeping | $806,520 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 49 751 BROAD STREET · NEWARK, NJ 07102 | Other Services | $516,076 |
Filed as: JP MORGAN (ECFM) Service code 49 · EIN 13-3200244 | Other Services | $398,491 |
CURCIO WEBB8+ years Service code 16 · EIN 36-4171366 | Consulting | $278,595 |
DELOITTE & TOUCHE LLP6 years Service code 10 · EIN 13-3891517 | Accounting | $213,275 |
SEDGEWICK CMS8+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $158,806 |
EM PRINTING7 years Service code 50 · EIN 47-5104757 | Direct Payment | $69,955 |
CIEBA7 years Service code 50 1701 PENNSYLVANIA AVE · WASHINGTON, DC 20006 | Direct Payment | $12,490 |
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 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -22.08% | 7.68%-29.8pp | -4.80%-17.3pp | 7.68%-29.8pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $30,897-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |