Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK6+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $89,093 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $61,020 |
Filed as: CONDUENT HR CONSULTING LLC Service code 16 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Consulting | $49,538 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS GROUP UK LTD Service code 28 | Investment Management | $13,777 |
Filed as: NINETY ONE NORTH AMERICA, INC Service code 28 65 E 55TH ST FL 30 · NEW YORK, NY 100223358 | Investment Management | $8,835 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA 20+ US STRIPS NON-LEND FD Service code 28 · EIN 90-0337987 | Investment Management | $8,200 |
INVESTEC ASSET MANAGEMENT6+ years Filed as: INVESTEC ASSET MANAGEMENT NA Service code 28 666 FIFTH AVENUE · NEW YORK, NY 10103 | Investment Management | $7,446 |
Filed as: SSGA MSCI WORLD INDX NL QP Service code 28 | Investment Management | $6,413 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 16.67% | 15.63%+1.0pp | 8.88%+7.8pp | 15.63%+1.0pp |
| Employer contribution / active EE | $9,615 | $11,476-16.2% | $42,607-77.4% | $11,476-16.2% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |