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 | $3,844,626 |
UMR3+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $1,340,327 |
EXPRESS SCRIPTS, INC.3+ years Filed as: EXPRESS SCRIPTS, INC Service code 13 · EIN 22-3461740 | Contract Administrator | $1,153,614 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $967,180 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $509,220 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $476,321 |
Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $382,527 |
TRUVEN HEALTH ANALYTICS INC3+ years Filed as: TRUVEN HEALTH ANALYTICS Service code 15 · EIN 06-1467923 | Recordkeeping | $148,863 |
Service code 35 · EIN 22-3408857 | Non-monetary compensation; Direct pay... | $120,129 |
GRAPHIC PARTNERS1 year Service code 38 · EIN 36-4074726 | Participant Communication | $53,760 |
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 7.59% | 5.28%+2.3pp | 16.78%-9.2pp | 10.21%-2.6pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |