Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $3,256,396 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $2,065,184 |
Service code 35 · EIN 22-3408857 | Employee (plan sponsor); Direct payme... | $330,821 |
Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $289,138 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $255,243 |
SEYFARTH SHAW LLP3+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $57,117 |
UNIVERSAL MAILING SERVICE3+ years Service code 38 · EIN 22-2381663 | Participant Communication | $35,439 |
CANDID LITHO3+ years Service code 36 · EIN 13-3574319 | Copying and duplicating; Direct payme... | $32,867 |
TAB2 years Filed as: TAB GROUP Service code 50 · EIN 22-3468457 | Direct Payment | $19,548 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | NOKIA OF AMERICA CORPORATION | PLAN SPONSOR INELIGIBLE BENEFIT PAYMENTS | — | $13K |
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 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 11.15% | 9.42%+1.7pp | 16.78%-5.6pp | 1057.21%-1046.1pp |
| Employer contribution / active EE | $0 | $34,966-100.0% | $26,328-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $384-100.0% | $97-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |