Filed November 17, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,824,094 |
CAREMARK4 years Filed as: CVS CAREMARK Service code 13 · EIN 05-0340626 | Contract Administrator | $2,672,550 |
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $601,051 |
AETNA LIFE INSURANCE COMPANY10+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $314,874 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $256,000 |
UMR10+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $207,751 |
MERATIVE US LP3 years Filed as: MERATIVE Service code 15 · EIN 88-1430661 | Recordkeeping | $120,328 |
DAY PITNEY LLP6 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $101,225 |
NOKIA OF AMERICA CORPORATION8 years Service code 35 · EIN 22-3408857 | Non-monetary compensation; Employee (... | $51,674 |
Filed as: NOKIA INVESTMENT MANAGEMENT Service code 30 · EIN 22-3646524 | Other services; Direct payment from t... | $28,375 |
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 2.58% | 3.31%-0.7pp | 5.04%-2.5pp | 13.05%-10.5pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |