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 | $8,976,983 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 49 · EIN 06-1454513 | Other Services | $2,680,524 |
UMR1+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $2,353,690 |
EXPRESS SCRIPTS, INC.1+ years Filed as: EXPRESS SCRIPTS, INC Service code 13 · EIN 22-3461740 | Contract Administrator | $1,020,116 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $555,529 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $475,073 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $351,046 |
Filed as: VOYA Service code 14 · EIN 02-0488491 | Plan Administrator | $267,597 |
ALCATEL-LUCENT USA INC.1+ years Service code 35 · EIN 22-3408857 | Non-monetary compensation; Direct pay... | $218,114 |
TRUVEN HEALTH ANALYTICS INC1+ years Filed as: TRUVEN HEALTH ANALYTICS Service code 15 · EIN 06-1467923 | Recordkeeping | $177,997 |
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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -25.93% | -5.77%-20.2pp | -3.43%-22.5pp | -2.16%-23.8pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |