| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $11,207,091 |
Filed as: BUCK GLOBAL,LLC F/K/A CONDUENT HR Service code 17 · EIN 13-3954297 | Pension Consulting | $4,273,219 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $2,038,498 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $1,126,075 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,094,104 |
COLUMBUS CIRCLE INVESTORS4+ years Service code 28 · EIN 06-1404803 | Investment Management | $1,021,651 |
Service code 28 · EIN 75-2403190 | Investment Management | $881,061 |
COLUMBIA1 year Filed as: COLUMBIA THREADNEEDLE INVESTMENT Service code 28 · EIN 13-3180631 | Investment Management | $650,762 |
WELLS FARGO BANK, N.A.4+ years Filed as: GALLIARD CAPITAL MANAGEMENT CORP. Service code 28 · EIN 41-1813702 | Investment Management | $612,872 |
SAPIENCE INVESTMENTS2 years Service code 28 · EIN 81-2060843 | Investment Management | $531,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,270 | $38,510+124.0% | $74,549+15.7% | $73,367+17.6% |
| Participation rate | 54.0% | 53.5%+0.5pp | 69.1%-15.1pp | 69.5%-15.4pp |
| Annual return | -5.58% | -0.94%-4.6pp | 32.54%-38.1pp | 173.45%-179.0pp |
| Employer contribution / active EE | $1,694 | $774+119.0% | $1,961-13.6% | $2,499-32.2% |
| Participant deferral / active EE | $2,973 | $1,421+109.3% | $3,108-4.3% | $4,033-26.3% |
| Admin fee / account holder | $182 | $52+250.9% | $5,059-96.4% | $68+166.6% |