| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $8,283,251 |
Filed as: CONDUENT HR CONSULTING,LLC Service code 17 · EIN 13-3954297 | Pension Consulting | $5,233,967 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,295,233 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 13-3180631 | Investment Management | $1,192,188 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $992,359 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $920,224 |
Service code 28 · EIN 75-2403190 | Investment Management | $889,021 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 28 · EIN 06-1404803 | Investment Management | $847,587 |
WELLS FARGO BANK, N.A.3+ years Filed as: GALLIARD CAPITAL MANAGEMENT CORP. Service code 28 · EIN 41-1813702 | Investment Management | $582,778 |
SAPIENCE INVESTMENTS1 year Service code 28 · EIN 81-2060843 | Investment Management | $425,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,548 | $39,909+129.4% | $78,775+16.2% | $80,976+13.1% |
| Participation rate | 52.7% | 55.7%-3.0pp | 69.2%-16.4pp | 68.3%-15.5pp |
| Annual return | 15.44% | 23.47%-8.0pp | 35.62%-20.2pp | 22.91%-7.5pp |
| Employer contribution / active EE | $1,664 | $778+113.9% | $1,986-16.2% | $2,402-30.7% |
| Participant deferral / active EE | $2,800 | $1,359+106.0% | $2,958-5.4% | $3,848-27.2% |
| Admin fee / account holder | $178 | $50+259.0% | $5,132-96.5% | $67+164.5% |