Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $5,814,241 |
UMR2+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $1,527,878 |
EXPRESS SCRIPTS, INC.2+ years Filed as: EXPRESS SCRIPTS, INC Service code 13 · EIN 22-3461740 | Contract Administrator | $1,153,019 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $530,279 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $436,511 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $340,209 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $156,289 |
TRUVEN HEALTH ANALYTICS INC2+ years Filed as: TRUVEN HEALTH ANALYTICS Service code 15 · EIN 06-1467923 | Recordkeeping | $153,230 |
ALCATEL-LUCENT USA INC.2+ years Service code 35 · EIN 22-3408857 | Employee (plan sponsor); Non-monetary... | $146,406 |
MAX-IT MAILING2+ years Service code 38 · EIN 22-3788849 | Participant Communication | $65,505 |
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 6.66% | 0.80%+5.9pp | 5.44%+1.2pp | 4.16%+2.5pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |