Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,702,066 |
EXPRESS SCRIPTS, INC.6+ years Filed as: EXPRESS SCRIPTS, INC Service code 13 · EIN 22-3461740 | Contract Administrator | $914,031 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $812,000 |
UMR6+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $684,952 |
AETNA LIFE INSURANCE COMPANY6+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $431,932 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $290,730 |
IBM3 years Filed as: IBM WATSON HEALTH Service code 15 · EIN 13-0871985 | Recordkeeping | $139,815 |
NOKIA OF AMERICA CORPORATION4 years Service code 35 · EIN 22-3408857 | Non-monetary compensation; Direct pay... | $70,539 |
DAY PITNEY LLP2 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $60,525 |
UNIVERSAL MAILING SERVICE6+ years Service code 38 · EIN 22-2381663 | Participant Communication | $24,359 |
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 11.79% | -14.68%+26.5pp | -2.84%+14.6pp | 259.19%-247.4pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |