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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $442,405 |
Filed as: CONDUENT HR SERVICES LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $145,905 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS LLC Service code 15 · EIN 16-0468020 | Recordkeeping | $117,617 |
Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $96,975 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $41,800 |
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $26,274 |
SAUL EWING1 year Filed as: SAUL EWING ARNSTEIN & LEHR LLP Service code 29 · EIN 23-1416352 | Legal | $864 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 11.35% | 3.14%+8.2pp | 10.53%+0.8pp | 10.21%+1.1pp |
| Employer contribution / active EE | $80,000 | $46,562+71.8% | $29,360+172.5% | $42,272+89.3% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |