Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,519,038 |
CAREMARK3 years Filed as: CVS CAREMARK Service code 13 · EIN 05-0340626 | Contract Administrator | $1,226,189 |
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $600,437 |
AETNA LIFE INSURANCE COMPANY9+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $337,286 |
UMR9+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $241,870 |
MERATIVE US LP2 years Filed as: MERATIVE Service code 15 · EIN 88-1430661 | Recordkeeping | $123,672 |
DAY PITNEY LLP5 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $118,398 |
NOKIA OF AMERICA CORPORATION7 years Service code 35 · EIN 22-3408857 | Non-monetary compensation; Employee (... | $65,495 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $61,000 |
UNIVERSAL MAILING SERVICE9+ years Service code 38 · EIN 22-2381663 | Participant Communication | $25,066 |
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 4.67% | 3.70%+1.0pp | 7.69%-3.0pp | 24.44%-19.8pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |