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 |
|---|---|---|
AON CONSULTING3+ years Service code 16 · EIN 22-2232264 | Consulting | $1,980,795 |
KAISER FOUNDATION HEALTH PLAN3+ years Service code 53 · EIN 94-1340523 | Insurance Commissions | $1,945,658 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA LIFE INSURANCE Service code 53 · EIN 06-6033492 | Insurance Commissions | $1,569,474 |
UMR3+ years Filed as: UNITED HEALTHCARE INSURANCE Service code 65 · EIN 36-2739571 | Account Maintenance | $1,274,670 |
Filed as: THE PRUDENTIAL INSURANCE Service code 53 · EIN 22-1211670 | Insurance Commissions | $1,001,619 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 13-5160382 | Consulting | $853,698 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $842,234 |
XEROX CORPORATION3+ years Service code 36 · EIN 16-0468020 | Copying and duplicating | $764,004 |
UNITED PARCEL SERVICE3+ years Service code 36 · EIN 95-1732075 | Other insurance fees and expenses; Co... | $473,395 |
Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating | $451,576 |
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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 | $14,491,905-100.0% | $85,985-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.2%-19.2pp | 5.3%-5.3pp |
| Annual return | 13.97% | 1057.21%-1043.2pp | 14.20%-0.2pp | 1057.21%-1043.2pp |
| Employer contribution / active EE | $48,872 | $14,374+240.0% | $27,968+74.7% | $14,374+240.0% |
| Participant deferral / active EE | $100 | $351-71.6% | $576-82.7% | $351-71.6% |
| Admin fee / account holder | $0 | $81,210-100.0% | $6,028-100.0% | $81,210-100.0% |