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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Recordk... | $4,132,129 |
AON CONSULTING8+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $291,368 |
VERIZON COMMUNICATIONS INC.6 years Service code 14 · EIN 23-2259884 | Plan Administrator | $259,977 |
Filed as: PRINCIPAL BANK Service code 13 · EIN 42-1466678 | Contract Administrator | $184,156 |
DATABANK IMX LLC8+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $135,166 |
MITCHELL & TITUS, LLP8+ years Service code 10 · EIN 13-2781641 | Accounting | $27,398 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK NA Service code 13 · EIN 94-1347393 | Contract Administrator | $26,815 |
DUANE MORRIS LLP8+ years Service code 29 · EIN 23-1392502 | Legal | $9,434 |
AYCO6 years Filed as: THE AYCO COMPANY L.P. Service code 17 · EIN 33-1187432 | Pension Consulting | $5,350 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -21.86% | 7.68%-29.5pp | -10.68%-11.2pp | 7.68%-29.5pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $48,995-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |