Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,533,421 |
AON CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $909,323 |
CAREMARK2 years Filed as: CVS CAREMARK Service code 13 · EIN 05-0340626 | Contract Administrator | $794,769 |
UMR8+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $453,810 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $443,000 |
AETNA LIFE INSURANCE COMPANY8+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $371,005 |
MERATIVE US LP1 year Filed as: MERATIVE Service code 15 · EIN 88-1430661 | Recordkeeping | $135,364 |
DAY PITNEY LLP4 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $79,389 |
NOKIA OF AMERICA CORPORATION6 years Service code 35 · EIN 22-3408857 | Employee (plan sponsor); Direct payme... | $55,997 |
UNIVERSAL MAILING SERVICE8+ years Service code 38 · EIN 22-2381663 | Participant Communication | $25,802 |
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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -11.51% | -11.83%+0.3pp | -5.12%-6.4pp | -14.65%+3.1pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |