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 |
|---|---|---|
UMR2+ years Filed as: UNITED HEALTHCARE INSURANCE Service code 65 · EIN 36-2739571 | Account Maintenance | $1,999,062 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA LIFE INSURANCE Service code 65 · EIN 06-6033492 | Account Maintenance | $1,588,075 |
AON CONSULTING2+ years Service code 16 · EIN 22-2232264 | Consulting | $1,489,370 |
KAISER FOUNDATION HEALTH PLAN2+ years Service code 53 · EIN 94-1340523 | Insurance Commissions | $1,368,427 |
Filed as: THE PRUDENTIAL INSURANCE Service code 36 · EIN 22-1211670 | Account maintenance fees; Copying and... | $1,137,109 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $692,487 |
XEROX CORPORATION2+ years Service code 36 · EIN 16-0468020 | Copying and duplicating | $554,970 |
UNITED PARCEL SERVICE2+ years Service code 36 · EIN 95-1732075 | Copying and duplicating | $447,054 |
BEACON HEALTH OPTIONS2+ years Service code 65 · EIN 54-1414194 | Account Maintenance | $269,601 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 13-5160382 | Consulting | $253,378 |
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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 | $40,289-100.0% | $442,730-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 12.5%-12.5pp | 4.2%-4.2pp |
| Annual return | 5.69% | 10.64%-5.0pp | 4.72%+1.0pp | 10.64%-5.0pp |
| Employer contribution / active EE | $11,573 | $11,561+0.1% | $30,821-62.5% | $11,561+0.1% |
| Participant deferral / active EE | $75 | $347-78.4% | $113-33.7% | $347-78.4% |
| Admin fee / account holder | $0 | $312-100.0% | $2,146-100.0% | $312-100.0% |