Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,229,964 |
CAREMARK1 year Filed as: CVS CAREMARK Service code 13 · EIN 05-0340626 | Contract Administrator | $824,960 |
AON CONSULTING7+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $636,415 |
AETNA LIFE INSURANCE COMPANY7+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $409,765 |
UMR7+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $401,191 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $281,582 |
IBM4 years Filed as: IBM WATSON HEALTH Service code 15 · EIN 13-0871985 | Recordkeeping | $154,490 |
DAY PITNEY LLP3 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $102,863 |
NOKIA OF AMERICA CORPORATION5 years Service code 35 · EIN 22-3408857 | Non-monetary compensation; Direct pay... | $71,946 |
SEYFARTH SHAW LLP7+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $32,624 |
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 4.09% | 4.93%-0.8pp | 7.32%-3.2pp | 9.30%-5.2pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |