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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC8 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Recordkeeping fees; Copying and dupli... | $3,874,485 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $327,890 |
VERIZON COMMUNICATIONS INC.8 years Service code 14 · EIN 23-2259884 | Plan Administrator | $261,643 |
DATABANK IMX LLC10+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $142,109 |
Filed as: PRINCIPAL BANK Service code 13 · EIN 42-1466678 | Contract Administrator | $82,133 |
DUANE MORRIS LLP10+ years Service code 29 · EIN 23-1392502 | Legal | $65,630 |
MITCHELL & TITUS, LLP10+ years Service code 10 · EIN 13-2781641 | Accounting | $43,157 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE Service code 13 · EIN 51-0099493 | Contract Administrator | $14,876 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | -2.60% | 8.48%-11.1pp | 6.89%-9.5pp | 8.48%-11.1pp |
| Employer contribution / active EE | $8,775 | $9,949-11.8% | $43,868-80.0% | $9,949-11.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $44-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |