Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $11,211,938 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 49 · EIN 06-1454513 | Other Services | $4,770,042 |
Filed as: VOYA Service code 14 · EIN 02-0488491 | Plan Administrator | $1,198,342 |
ALCATEL-LUCENT USA INC.1+ years Service code 35 · EIN 22-3408857 | Employee (plan sponsor); Non-monetary... | $405,179 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $319,468 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $254,674 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $250,800 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE Service code 31 · EIN 26-4691954 | Direct payment from the plan; Named f... | $80,000 |
UNIVERSAL MAILING SERVICE1+ years Service code 38 · EIN 22-2381663 | Participant Communication | $46,062 |
CANDID LITHO1+ years Service code 36 · EIN 13-3574319 | Copying and duplicating; Direct payme... | $28,624 |
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 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | 13.12% | 3.11%+10.0pp | -3.43%+16.5pp | 3.11%+10.0pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $25,607-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $77-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |