Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$9.5M in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 18 by compensation.
| Provider | Compensation |
|---|---|
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 Recordkeeping | $3,181,807 |
CAREMARK5 years Filed as: CVS CAREMARK Service code 13 · EIN 05-0340626 Contract Administrator | $1,569,434 |
AON CONSULTING11+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 Actuarial | $1,351,072 |
AETNA LIFE INSURANCE COMPANY11+ years Filed as: AETNA Service code 13 · EIN 06-6033492 Contract Administrator | $380,471 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 Accounting | $304,800 |
UNITED HEALTHCARE11+ years Service code 13 · EIN 36-2739571 Contract Administrator | $164,670 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 50 · EIN 30-0282430 Direct Payment | $158,000 |
NOKIA OF AMERICA CORPORATION2 years Filed as: NOKIA INVESTMENT MANAGEMENT Service code 49 · EIN 22-3646524 Other Services | $147,617 |
DAY PITNEY LLP7 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 Legal | $125,007 |
MERATIVE US LP4 years Filed as: MERATIVE Service code 15 · EIN 88-1430661 Recordkeeping | $116,649 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Melissa Pane Aon Consulting, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed November 17, 2017 (most recent of 3 filings on file).
7 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025