Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT Service code 13 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Contract Administrator | $4,737,962 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $734,873 |
CURCIO WEBB10+ years Service code 16 · EIN 36-4171366 | Consulting | $365,196 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN (ECFM) Service code 49 · EIN 13-3200244 | Other Services | $264,339 |
EM PRINTING9 years Service code 50 · EIN 47-5104757 | Direct Payment | $152,439 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 49 751 BROAD STREET · NEWARK, NJ 07102 | Other Services | $151,316 |
DELOITTE & TOUCHE LLP8 years Service code 10 · EIN 13-3891517 | Accounting | $98,000 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS INFORMATION LLC Service code 50 333 SOUTH SEVENTH STREET · MINNEAPOLIS, MN 55402 | Direct Payment | $72,000 |
SEDGEWICK CMS10+ years Service code 15 · EIN 32-2685608 | Recordkeeping | $68,016 |
SCANTEK4 years Filed as: SCANTEK INC Service code 15 1100 EASTON RD · WILLOW GROVE, PA 19090 | Recordkeeping | $27,629 |
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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.70% | 8.85%-9.5pp | 6.70%-7.4pp | 8.85%-9.5pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $25,217-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |