Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $5,039,766 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $444,138 |
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $333,890 |
NOKIA OF AMERICA CORPORATION3 years Service code 35 · EIN 22-3408857 | Employee (plan sponsor); Direct payme... | $275,365 |
DAY PITNEY LLP1 year Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $126,519 |
GRAPHIC PARTNERS1 year Service code 38 · EIN 36-4074726 | Participant Communication | $44,973 |
CANDID LITHO5+ years Service code 36 · EIN 13-3574319 | Copying and duplicating; Direct payme... | $34,147 |
UNIVERSAL MAILING SERVICE5+ years Service code 38 · EIN 22-2381663 | Participant Communication | $32,295 |
BROAD DATA SYSTEMS INC2 years Service code 50 · EIN 22-1990596 | Direct Payment | $20,591 |
SEYFARTH SHAW LLP5+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $18,331 |
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 | ALIGHT SOLUTIONS | RECORDKEEPER INELIGIBLE EXPENSES | — | $4K |
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 | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 13.84% | 1023.85%-1010.0pp | 29.77%-15.9pp | 1023.85%-1010.0pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $33,607-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $96-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $835,310-100.0% | - |