Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $207,124 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $187,348 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 48-0875103 | Investment Management | $95,367 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $91,674 |
SHENKMAN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 13-3280361 | Investment Management | $55,453 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $50,007 |
BDO USA, LLP1+ years Filed as: BDO SEIDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $26,717 |
OMNIPRINT1+ years Filed as: OMNI PRINT Service code 36 · EIN 06-1461554 | Direct payment from the plan; Copying... | $9,601 |
KELLEY DRYE & WARREN LLP1+ years Filed as: KELLEY DRYE & WARREN Service code 29 · EIN 13-5335107 | Legal | $6,633 |
BLACKROCK1+ years Filed as: BLACKROCK MANAGEMENT Service code 28 · EIN 94-3112180 | Investment Management | $5,474 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,458-100.0% | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | - |
| Annual return | -1.61% | 4.11%-5.7pp | -2.90%+1.3pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $27,990-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $519-100.0% | - |