Filed December 16, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
UMR1+ years Filed as: UNITED HEALTHCARE INSURANCE Service code 65 · EIN 36-2739571 | Account Maintenance | $1,595,790 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA LIFE INSURANCE Service code 65 · EIN 06-6033492 | Account Maintenance | $1,511,022 |
AON CONSULTING1+ years Service code 16 · EIN 22-2232264 | Consulting | $1,466,122 |
KAISER FOUNDATION HEALTH PLAN1+ years Service code 53 · EIN 94-1340523 | Insurance Commissions | $1,305,067 |
Filed as: THE PRUDENTIAL INSURANCE Service code 36 · EIN 22-1211670 | Copying and duplicating; Account main... | $1,042,984 |
THE BANK OF NEW YORK MELLON1+ years Service code 36 · EIN 13-5160382 | Copying and duplicating | $654,357 |
XEROX CORPORATION1+ years Service code 36 · EIN 16-0468020 | Copying and duplicating | $512,701 |
UNITED PARCEL SERVICE1+ years Service code 36 · EIN 95-1732075 | Copying and duplicating | $468,105 |
BEACON HEALTH OPTIONS1+ years Service code 65 · EIN 54-1414194 | Account Maintenance | $264,671 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 13-5160382 | Consulting | $187,993 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $253,870-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 10.5%-10.5pp | 9.2%-9.2pp |
| Annual return | -0.03% | -0.08%+0.1pp | -1.10%+1.1pp | -0.08%+0.1pp |
| Employer contribution / active EE | $3,394 | $7,991-57.5% | $27,248-87.5% | $7,991-57.5% |
| Participant deferral / active EE | $65 | $325-79.9% | $105-37.5% | $325-79.9% |
| Admin fee / account holder | $0 | $275-100.0% | $702,575-100.0% | $275-100.0% |